The Special Needs Group

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Presentation transcript:

The Special Needs Group Providing holistic financial planning services for families with special needs. We provide a collaborative approach by drawing upon an extensive network of multi-disciplined professionals and advocates to help our clients most effectively manage their loved ones with special needs. We have referral resources to help with the specialized legal, medical, lifestyle, and government benefit planning that are available for families. We provide cash flow management services, bill payment services, asset protection, long term care protection, inter-generational wealth transfer guidance, asset management, estate analysis, and financial planning. We have over fifty years of combined experience in guiding families in reaching their goals. The Special Needs Planning Group of Washington DC, Maryland and Virginia Mark Friese, Jeffrey Menick, Chase Phillips, Stefan Shrivastava Special Needs Advisors Merrill Lynch 1152 15th Street N.W. Suite 6000 Washington, DC 20005 202-659-6138 Home of the Special Needs Calculator: specialneedscalc.ml.com

The Special Needs Group Home of the Special Needs Calculator: specialneedscalc.ml.com

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