Episode 17

Published on:

22nd Mar 2022

Advance Your Wealth - Financial Planning for a Special Needs Child

On the latest installment of Advance Your Wealth, we’re going to examine a challenge that many parents face: raising a child with special needs.

There are a number of financial planning strategies and solutions that can help parents navigate a path through the financial uncertainty that comes with raising a child with special needs. Listen as Homer shares his own personal experiences with this topic and the various solutions available to help parents along the way.


0:06 - Introduction and overview on the topic of the day

2:32 - The challenges that arise for parents who have a special needs child

4:19 - The various expenses that arise

5:30 - The need for long-term financial planning is paramount

7:56 - Government assistance that is available for these cases

9:00 - The ABLE account and its value

12:50 - There are a number of options available

14:25 - How you can get in touch with Homer and his team to discuss this topic further

15:31 - Closing remarks

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About the Podcast

Advance Your Wealth With Homer Smith
Financial advice to generate the results you expect and desire
Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement.

Each episode we'll take a deep dive into a different complex topic surrounding personal and business wealth management. So sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics.

Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.