background.jpg

Special Needs Planning

Call BGI Advisors for our expertise in Special Needs Trusts

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.

 

Call or click today to learn more.

ADDRESS

2500 N Military Trail

Suite 120

Boca Raton, FL 33431

CONTACT

Tel: (561) 847-3596

Email:

Danny Reich: dreich@bgiadvisors.com
Lori Fernicola: lfernicola@bgiadvisors.com

FOLLOW US