Special Needs Financial Planning Strategies
Bull Harbor Capital (BHC) provides expertise in the area of special needs financial planning and related estate planning for individuals and their families. BHC acts as a comprehensive guide to navigate the often times complex tools and services available for persons with physical and intellectual disabilities, while protecting assets and eligibility for means tested government benefits like Supplemental Security Income (SSI) and Medicaid. In addition to working directly with families, BHC is committed to providing information on special needs financial planning as a community benefit. Please contact us for more information or download our ‘Special Needs Financial Planning Strategies’ document.
