1847Financial Special Needs Planning Team

FInancial Planning for Families with Children & Dependents with Special Needs

Conshohocken

610-771-0800 (x3492)

bgarrison@1847financial.com

Connect:

Ages We Work With:

All Ages

Price Range:

$250 - $295

Payments Accepted:

Private Pay

Meeting Clients:

Virtually

Waitlist:

None

Families with children and other dependents with special needs, no matter what the age or disability, face many serious questions about how to best prepare for the future well-being of their loved ones.

It is important to be aware of how special needs financial & estate planning is different than traditional financial & estate planning. Our goal is to make sure our families learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child’s life can become a reality, whether they are here or not.

Please send us your questions, areas of concern, things that keep you up at night, topics that cause confusion, etc. so we can get you the information you want.

1847Financial

Special Needs Planning Team

Experienced with:

*Government Benefits & how to maximize them
*SECURE Act and it’s tax-planning ramifications
*Estate Planning for Special Needs
*Funding Special Needs Trusts
*Grandparents - the do’s the don’ts to Multigenerational Legacy Planning
*Webinars & In-Person Events 

Testimonials

"I can personally attest to the IMMENSE knowledge and expertise Brett and his team at 1847Financial Special Needs Planning Team have brought to our family. We are a family of 6 whose youngest child was born with Down Syndrome. We have worked to plan for our children’s future needs, but Dominic was a special case. We felt this is a highly specialized area that was above our experience and Brett Garrison has guided us every step of the way. We have no personal/professional ties to 1847Financial and would recommend it to EVERYONE who has a child like our Dominic. They have been incredible in outlining and achieving a plan. Their evaluation, assessment and recommendations in planning were accurate, thorough and highly personalized for our unique situation."

-Liz Romano

"The team at 1847 that I work with, let by Pat Bergmaier, specializes in helping families with special needs members create attainable and meaningful financial goals for independence and long term financial stability. When we first started working with 1847, my wife and I were deeply concerned about two things. 1. How to make sure that my son has the financial resources that he'll require in order to live a dynamic, happy, and healthy life 2. How to protect him financially once we are gone What we once saw as an impossible task has become an achievable plan that we are on target to meet. That's everything to us. We have worked with other advisors in the past. None of them have the skill and experience that that 1847 brings to the table."

- Steve Grumann