Special Needs

Collaborative Wealth Advisory has extensive experience in working with special needs families. We help individuals and families with young and adult disabled children, birth to elderly, with physical and intellectual disabilities.

This work takes tremendous collaboration and requires the freedom to work with families at the level they need it. It is a core reason we choose to work as independent advisors.

We are able to help locate, coordinate, and monitor the supports and services a family needs. That includes:

• Social Security benefits (SSI, SSDI)
• Medicaid and Medicare
• Home and Community Based Service Waivers
• Employment support and opportunities
• Independent Living
• Special Needs Trusts
• ABLE Accounts