Nine Dots founder Brad Elman, offers guidance to families with loved ones with special needs. Brad is the father of a developmentally delayed child, and he knows how hard and how important it is to plan for the future of a loved one with special needs. When his son was young, there were very few advisers to help his family. He developed expertise in the area by research and first hand experience. He is committed to make this process much easier for his clients then it was for him.
Brad works with a team of experts to review the governmental, legal, and financial considerations necessary to create peace of mind for you and your family. There are very few financial representatives doing this work properly and even fewer of them who are living this planning every day. To learn about options for funding a special needs trust please read Brad’s article from one the insurance industry trade magazines.