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Article: Adviser and Advocate Clients with special needs children need help clearing complex financial, legal, and emotional hurdles. By.
- Article from:
- Financial Planning
- Article date:
- January 2, 2003
CopyrightCOPYRIGHT 2003 SourceMedia, Inc. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)
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TRUST
As advisers in the financial services industry, our goal is to help people become financially secure. During turbulent economic times we're often called on to help our clients deal with their emotions, to balance what their head says versus what their heart tells them to do.
This role takes on added dimensions if a client has a special needs child. You become part adviser and part trusted advocate. It's an important distinction in a widespread and growing marketplace. In the United States alone, there are 14.7 million severely disabled Americans, who along with their families can benefit from special needs planning.
Planning for special ...