Wealth Management for Families with Loved Ones Who Have Disabilities

Protecting & Providing for Loved Ones

We have wealth advisors who specialize in financial planning for families with a loved one living with a disability. These wealth advisors have experience helping families craft a plan that integrates the financial aspects families may need to address to support their loved one.

Our Specialized Services for Loved Ones Who Has a Disability

Serving as Part of Your Care Team

That includes an estate planning attorney, wealth advisor specializing in this area and an accountant to help ensure your wishes are met

Reviewing Guardianship and Key Dates

For government program eligibility, school attendance, post-high school programs and insurance coverage on parents’ plan.

Establishing Estate Planning Strategies

That include establishing a will, living will, power of attorney and trusts to help ensure your loved one is protected and has income long term.

Mariner Wealth Advisors does not provide all services listed in this piece. Some services are provided by affiliates and are subject to additional fees. Additional fees may also apply for tax planning and preparation services.

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