Description: Many families with children with disabilities struggle with what their legal and financial future should look like and how it may affect their child's care. Our SpecialCare group creates a Life Care Plan that helps to ensure resources and peace of mind for both generations.
medicaid (479) ssi (370) ssdi (67) special needs trust (32) special needs planning (29) life settlement (22) life care planning (16) wealth managment (5) government benefits (3)
This communication is strictly intended for individuals residing in the states of WI, MN, IA, CO, & TN. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonw
Quantum Group does not provide tax or legal advice. Please consult a legal or tax professional regarding your individual situation. Tax and/or legal services provided by third party CPAs, attorneys, or other professionals are separate and unrelated to Quantum and Commonwealth.
Form CRS: Client Relationship Summary