Families with Unique Abilities

Our team will work with your professional advisors: lawyer, social worker, and healthcare provider to offer financial strategies to fit the needs of your situation and to ensure proper life care planning. We provide the special needs community of Middle Tennessee with access to information, a network of resources, and education.

​David Howell holds the ChSNC designation. Learn more about its importance here: https://www.theamericancollege.edu/designations-degrees/ChSNC

 

Advocate for Families

  • Comprehensive financial planning
  • Life care plan
  • Letter of intent
  • Special needs trust
  • ​Programs and assistance

Consult with Businesses

  • Executive and group benefits
  • Retirement services
  • Special needs workshops

Collaborate with Non-Profit Organizations

  • Planned giving strategies
  • Retirement services
  • Executive and group benefits
  • Special needs workshops