The Transitions Wealth Strategies Difference
Transitions Wealth Strategies was founded on the principle that those with modest means in life are generally not aware of how a little financial planning can make a huge difference in their lives. Certainly providing assistance to those with a prolonged disability and their care giving families falls within this mandate.
At Transitions Wealth Strategies one of our specific focuses is to assist individuals and families who are increasingly frustrated when navigating through the myriad of programs, rules and regulations relating to those with a disability. There are lots of opportunities for financial assistance but knowing what programs are out there, how to access them and how one program interplays with another is increasingly complex.
Transitions Wealth Strategies is poised to become a leading source of help on financial support for those with disabilities and their Caregivers. Based on personal experience, we authentically understand and appreciate all of the technical and emotional issues that arise when helping individuals and families deal with disability. Using our knowledge, we are able to draw upon all of the financial support programs that exist, from whatever source, in order to find the best solution for your particular circumstances.
As well, Transitions Wealth Strategies is positioned to assist all of the disability support agencies, regarding education and guidance on all matters financial that affect their consumers. Either as a resource for one-on-one guidance or via seminars, we will work with disabled individuals and Caregivers to ensure they effectively financially plan for ongoing care and support.
In this section of our web site, we first deal with financial strategies that will protect individuals and families before a prolonged disability occurs. Then we cover strategies that benefit disabled individuals and family units that have a special needs member. Generally our goal, through education and guidance, is to develop a protective “Life Plan” for the disabled family member through solutions involving support programs, tax credits, grants, trust and estate planning.
Please explore our web site. Read the true life stories in our “Library”. Let us help. We believe we are unique in offering these comprehensive financial resources to individuals and families with significant needs.
