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Wealth Management: Charlie Massimo Shares His Experiences and Advice in "When Planning for Clients with Autistic Kids, Empathy Is Key."

Charlie Massimo

3 minutes

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Charlie Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement Group published a byline on WealthManagement.com “When Planning for Clients with Autistic Kids, Empathy Is Key.”

In this article, Charlie shares advice with other financial advisors to help equip them with valuable information when advising clients who have children with autism. Charlie describes the elements of a special needs financial plan, shares information about the types of government assistance available to families, and explains how life insurance, special needs trusts, and ABLE accounts can help families who are trying to navigate the complex and all-consuming world of special needs.

Access the article for more advice from Charlie 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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Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.