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.

 

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