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InvestmentNews: Charlie Massimo Featured in “Financial Strategies for Parents with Autistic Children”

Charlie Massimo

2 minutes

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Charlie Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by InvestmentNews in an article titled, “Financial Strategies for Parents with Autistic Children.”

 He suggests parents create a vision statement or a letter of intent to serve as a guiding document to provide direction and focus for planning a child’s care.

“It should be flexible enough to accommodate adjustments along the journey, while always keeping the child’s best interest and goals at the forefront,” Massimo said. “Parents should focus on areas such as the child’s unique strengths and abilities, aspirations and interests, current level of independence and potential for growth, and overall well-being.”

For more insight from Charlie Massimo, access the full article authored by Gregg Greenberg here.

Head shot of Charles Massimo

Senior Vice President, Financial Advisor

Long Island, NY

cmassimo@wealthenhancement.com
Charles Massimo is a dedicated financial advisor with a profound passion for empowering women in transition, affluent individuals nearing retirement, and families impacted by autism. Drawing on years of expertise, Charles takes a deeply personal approach to wealth management, recognizing that financial planning is as much about understanding dreams and goals as it is about numbers.

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