Estate Planning

Each individual and family has their own unique circumstances when it comes to funding considerations for a Special Needs Trust. Secure Horizons Financial will undertake an Estate Planning analysis to ascertain the different options that parents or guardians have which can be used to fund the trust while considering the current and future financial needs of the family. These needs could include Wealth Accumulation & Protection through investment strategies and allocation, College Funding, Retirement, Survivorship & Asset protection along with Disability and Long Term Care. 

To Schedule a free Estate Planning consultation with Secure Horizon Financial, please “click here.”

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