I wouldn't be the first to suggest that people with disabilities or special needs require a greater degree of attention-at least when it comes to financial planning for them and their families. But disabled or not, every client has "special" needs. I offer you a story-a kind of cautionary tale-to illustrate this truth. I hope the experience of one family will inform-and broaden-your definition of financial planning and the ways you craft your approach with clients and prospects, whether or not they are dealing with disability.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access