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SPECIAL NEEDS PLANNING

special needs child with parent on a couch

If you have a child with special needs, Banyan Global Investment Advisors in Boca Raton, Fl is here to help.

BGI offers specialized financial planning and expert advice for the family of a special needs child.  Our experienced and compassionate Certified Financial Planner will work closely to guide you through the process of creating a trust, determining a financial strategy, and helping you with the services available through both federal and local programs.

Here at BGI Advisors, we know from personal experience the unique character and needs of each child requires a different approach.  We’ll work closely with you every step on the way to ensure your child’s financial future is clear, and their needs will be met as they mature.

 

Let us set up the right plan for you, call us at (561) 847-3596.

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6001 Broken Sound Parkway NW, Suite 426, Boca Raton, FL 33487 | (561) 847-3596

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Fortis Capital Advisors, LLC mainly provides investment advice to individual investors and businesses. While reasonable efforts were used to obtain information from sources believed to be reliable, Fortis Capital Advisors, LLC makes no representation that the information or opinions contained in this website are accurate, reliable, or complete.

All information and opinions contained in this website are subject to change without notice.

All investments carry a degree of risk, and there can be no assurance that the future performance of any specific investment or investment strategy proposed or implemented by a representative of Fortis Capital Advisors, LLC will be profitable or achieve proposed investment objectives. Past performance should not be considered indicative of future results. This website is limited to the dissemination of general information pertaining to advisory services.

Nothing available on this website constitutes specific investment advice, tax or accounting advice, legal, insurance, or regulatory advice, or an offer to sell or a solicitation of an offer to buy any security. This website contains external links to third party content (which is content hosted on websites not affiliated with Fortis Capital Advisors, LLC). Fortis Capital Advisors, LLC does not endorse or accept responsibility for the content, or the use of any third party website. All such information and access is provided solely for convenience purposes only. Insurance products may be offered through Fortis  Brokerage Services, Inc.

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