Special Needs Planning

Symphonic Financial Advisors are committed to serving individuals with special needs and their caregivers.  We staff experienced and credentialed fiduciaries to serve your best interest in the following areas:

Unified Quality of Life Planning

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529 ABLE and STABLE Accounts

We prepare you to efficiently and effectively work with your special needs attorney, helping you determine what type of trusts you will need, who to identify as trustee, and how to appropriately setup your trusts.

Special Needs Trusts and Third Party Special Needs Trusts

We prepare you to efficiently and effectively work with your special needs attorney, helping you determine what type of trusts you will need, who to identify as trustee, and how to appropriately setup your trusts.

Life Insurance Strategy Review and Maintenance

We prepare you to efficiently and effectively work with your special needs attorney, helping you determine what type of trusts you will need, who to identify as trustee, and how to appropriately setup your trusts.

Public Benefits and Supports Planning

We prepare you to efficiently and effectively work with your special needs attorney, helping you determine what type of trusts you will need, who to identify as trustee, and how to appropriately setup your trusts.

Investment Management

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Team Leading and Team Support Roles

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Long-Term Multi-Life Planning and Accountability

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