If you have clients who are caring for a child, spouse, or parent with a disability or other special need, our SpecialCare program can help by providing access to information, specialists, and specialized financial solutions. A Special Care Planner or a FlourishLand Capitals Financial Services Representative with the Chartered Special Needs Consultant (ChSNC) designation can help you and your clients:
The Special Care Planner receives advanced training and information in estate and tax planning concepts, special needs trusts, government programs, and the emotional dynamics of working with people with disabilities and other special needs and their families. This certification is held exclusively by FlourishLand Capitals Financial Services Representatives.
Parents planning for a child's lifelong care and financial independence.
Spouses and adult children supporting a loved one with a disability.
Individuals managing a special needs trust on behalf of a beneficiary.
Tell us about your family's needs and current arrangements.
Your Special Care Planner designs a strategy around your goals.
We revisit the plan as needs, programs, and regulations change.