When caring for a loved one with special needs, uncertainty can be overwhelming. But what if I told you that you don’t have to face it alone?
At Maxiam Capital, we’re dedicated to helping families navigate the complexities of caring for a loved one with special needs. That’s why we make special needs financial planning a top priority. Led by a Private Wealth Advisor, distinguished with a Chartered Special Needs Consultant designation, we offer a meticulously crafted plan built to navigate any challenge. Our dedication remains firm as we stand beside you and your family, ensuring the plan’s success
Because of our founder’s personal experience caring for a special needs family member, we bring a compassionate and deep understanding to the table.
AREAS OF FOCUS
Our services go beyond just financial advice; we serve as your trusted partner, always putting your best interests first and providing you with the holistic support you need when you need it. Here’s what that looks like:
- Retirement planning: We’ll take a deep dive into the extensive process to help ensure your plan is prepared for both expected and unexpected challenges, as retirement planning within a special needs financial plan requires careful consideration of two generations.
- Mitigating Economic Risks: We’ll work with you to diversify your wealth and become more resilient to economic forces, inflation, and unexpected health costs.
- Navigating Public benefits and ABLE accounts: We’ll help you maximize available benefits and ABLE accounts to maximize your financial support.
- Special Needs Trusts: We’ll help determine if you can benefit from a special needs trust. If so, we’ll work with your attorney to set it up and maintain it.
- Planning for Life’s Uncertainties: Whether it’s divorce or death, we’ll help you create strategies to protect your loved one in any scenario.
- Financial Literacy Program: Our complimentary Maxiam Academy program to clients provides education for family members so everyone can be on the same page with wealth preservation principles.
- Ongoing Support: We’ll meet with you quarterly to provide support and ensure you’re on track, but we’re always just a phone call or email away for any immediate concerns.
At Maxiam Capital, we’re committed to being your partner every step of the way on this important journey. So contact us today to learn how we can help you secure a bright future for your loved one.