Special Care Planner, Financial Advisor, ChSNC
I am a Special Care Planner with ALA Financial Group that focuses on working with families and business owners that have or care for a child with special needs. I am one of 400 Charted Special Needs Consultants (ChSNC) designated in the United States and one of the very few who serve the Houston community. I specialize in strategies that leave a legacy for your children in the most cost effective, tax efficient way. I discuss Life Care planning, educate on Social Security issues, help educate and review trustee options, and help secure a financial future for the parents along with the child. My mission is to serve as the family's financial macro manager by utilizing top professionals from around the industry to assist the family with any needs that arise. Helping special needs children and their families has always been my passion and I believe my calling. My younger brother is profoundly disabled and has numerous medical disabilities including severe seizures, osteoporosis, and brain malformation/atrophy. I can relate first hand to the highs and lows of what it means to take care of someone who needs special attention. I have dedicated my personal and now professional life to helping children with special needs from volunteering with numerous non-profits, to now being able to help Special Families prepare for their financial future.