SPECIAL NEEDS PLANNING

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.

  • LinkedIn
  • Facebook
  • Instagram