This center was formed specifically to work with families who have children with special needs. The firm was created out of the need for a comprehensive planning service which would assist families in coordinating their legal and financial planning with the intent of preserving government benefits such as Social Security.

The planning process begins with a complete review of your dependent’s needs, future care plans, assessment of government benefit eligibility, and finally a review of your family’s current financial and legal plans. Critical areas that must be addressed are: 
1. Government benefit eligibility requirements for Supplemental Security Income SSI and Medicaid 
2. Types of special needs trusts and knowing which are right for you 
3. Guardianship, Conservatorship and Client Self-Determination and Empowerment Issues 
4. Appropriate funding vehicles – including life insurance, to help guarantee your child’s future quality of life. Contact Heath Burch or Scott Adams.

Comprehensive financial planning for families with special needs individuals.  The program specializes in the creation and protection of family assets of families with individuals with special needs.

At Sound Stewardship®, our mission is to help our clients achieve their goals and make a meaningful impact with their wealth. We do that by understanding your needs, creating solutions, and inspiring results. We enjoy long-lasting relationships with our clients as we come alongside them to identify where they are today and where they want to go from here.