SERVICES

You thought you would just get married, buy a house, have kids, get them through college and then retire. But having a child with special needs changed all that. Now what?…How do you plan for the care of a family member who may never be able to become self-sufficient? Often, it requires planning for two generations.

At Craig Marcott, Inc., we specialize in creating financial and lifestyle plans for families who have children with special needs. As a Certified Financial Planner TM professional since 1991, and guardian of my 46 year-old brother Scott who has Down syndrome, I’ll help you plan for the future of your special needs child or family member.

I help you create a vision of the future you want as well as provide the tools you need to help make the vision a reality, including wills, trusts, beneficiary designations on your insurance and retirement plans, ensuring each is properly funded. By creating both a Financial Plan and a Life Care Plan, we help clarify your vision so you are better able to evaluate all your options.

We provide solutions that enable you, as well as any other caregivers, to feel comfortable, confident and in control of the future.

Comprehensive Financial Planning:

  • Estate Planning
  • Asset Protection
  • Cash Flow Analysis
  • Investment Advice
  • Retirement Planning
  • Education Funding
  • Tax Review & Analysis

What To Expect:

  • 24-Hour Callback Policy
  • Accompany to Meetings
  • Customized Financial Plan
  • Quarterly Portfolio Reporting
  • Coordination Of All Professional
  • Unlimited Telephone & Email Access
  • Semi-Annual Planning Review Meetings

Special Needs Life Planning:

  • Residential Analysis & Advice
  • Preserving Government Benefits such as SSI and Medicaid
  • Maximize Public & Private Resources
  • Identify Current & Future Unique Needs

Asset Management:

  • Asset Allocation
  • Research & Monitoring
  • Professional Money Management

 

Come join us – Planning for the future is one of the best ways to improve the present.

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Thank you ever so much for your assistance in obtaining guardianship for our son, Brendan. You greatly helped to turn an intimidating, onerous and time-consuming process into something that was manageable for us. You also were very communicative—keeping us well-informed each step of the way. We look forward to utilizing your services again in the near future.
- Ted and Cheryl Bleecker
Parents