Our Services

 

 

Special Needs Planning

Budgeting

Estate Planning

Behavioral Coaching & Wealth Mentoring

Portfolio Review & Evaluation

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Cash Flow Analysis

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Risk Management

Retirement Planning

Helping Families

with Special Needs.

Through personal experience and the circumstance of focusing in this area for a number of years, we truly appreciate the particular psycho-social challenges, financial burdens and sense of responsibility one feels in addressing the present and future care of your loved one. Fundamental present day finances, retirement planning and estate planning all must include the consideration of having someone with special needs.

In addition, there is a varied overlay of issues such as IEPs, unreimbursed therapeutic services, and “coming of age” (triggering analysis of the potential qualification for government benefits, the issue of guardianship, the possibility for supported employment, residential options) that also affects your planning. It all fits together.

All services are provided with the highest level of discretion and integrity

Second Phase of Life Planning

Walsh Wealth Strategies also has an interest in helping people negotiate the “second half of life”. Typically, this occurs when you are about 50 or so. It’s that time in your life when look back at what you’ve accomplished and think about what you would still like to accomplish. When can I retire? Do I even want to retire? Do I want to change the purpose of my work? Do I want to give back? Do I want to leave a legacy? These broad questions lead to at least analysis and perhaps of modification of a number of planning areas, including:

Social Security timing | Long Term Care Planning | Investment Strategies
Protection Strategies | Estate Planning

It All Fits Together

Regardless of your situation, a comprehensive, holistic plan better enables you to meet your needs, reach your goals, and realize your dreams. Perhaps even more important than the how we are planning is the why we are we planning – what’s important to you and why are we doing this anyway?

Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer. Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Walsh Wealth Strategies and Cambridge are not affiliated.

Securities licensed in CA, DC, DE, GA, MD, NY, VA, WV

Insurance licensed in NY, DC, MD, VA

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