We invite you to discover and experience the power of our services. We are an independent, boutique-style financial planning firm located in the Houston area. Our advisors bring their diverse backgrounds, education, and experience to best serve our clients. We are a holistic financial planning firm that specializes in Special Needs Planning.
Making Sure You're Prepared in the Planning Process for Individuals with a Disability and Aging Family MembersWe all think we have more time to plan for our aging loved ones or ourselves! You never know when someone may have a str...
It's never too early (or late!) to start preparing your child with autism, ADHD, or similar disability for transitioning to adulthood. Join this webinar to hear from Behavior Analyst Brandi Timmons as she talks about common barrie...
Do you wish you had a bank of resources to start or continue the 504/IEP process? Karen Mayer Cunningham, Special Education Boss, will share her best with us in this upcoming training for all who sit at the 504/IEP Table.
Summer camp is a great option for both youth and adults with disabilities. There are many camps in Texas that focus on supporting adults with IDD, medical concerns, learning challenges, and other cognitive disabilities.Consolidate...
Looking for an educational experience after high school for your teen who learns differently? You will not want to miss this webinar with Allison Schaberg, Special Needs Financial Planner, from Consolidated Planning Group. Allison...