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.