I hope that your fall season is off to a great start!
We are on a mission to create more secure futures for individuals with disabilities and their families, through Special Needs Planning.
That said, we understand that one of the biggest hurdles that families face is that the topic, “Special Needs Planning”, can be scary.
It took courage for my family and I to address our concerns in planning for my brother, Aaron’s future, and the supports that he needs as an individual with disabilities.
Because of this, it seems appropriate that we would face this challenge head-on and theme our special needs planning workshop in October, “Taking the Spooky out of Special Needs Planning”
Our vision is that this topic is no longer overwhelming, scary, or inaccessible for families, like my family, to address.
Speaking from my family’s experience, there is a level of peace that comes with having a plan - and this is my hope for all families in the special needs community.
Nicholas E. Wallace, ChSNC®, RICP®
Founder & Financial Advisor
Wallace Financial
Office: 859-899-0415
Cell: 859-302-1223
Web: nickwallace.nm.com