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THE FIRST STEP

The first step in protecting your family is to make a face-to-face appointment with us. We consult with families at no charge. Our greatest desire is to connect and work with you and your family to build a Life Care Plan for successive caregivers for your special needs family member.

We will sit face to face with you for about an hour, learning about you and your familys situation. Well then make some recommendations (at no charge). If you want to take action based on what we discuss, thats also free of charge. If you love how we have served you, we hope youll make a tax-deductible donation.

Make an appointment by calling us: (909) 986-2420

SIGN UP FOR OUR VIDEO TRAINING

These trainings are available to you at no charge. Enter your email address to receive them.

VIDEOS WHILE YOU ARE WAITING FOR YOUR APPOINTMENT

After you have made your appointment, watch some of our videos to prepare you for your visit. Though not required, youll find yourself greatly empowered by these!

Video #1: An Introduction to Special Needs Estate Planning

Video #2: How Life Insurance Can Hurt Your Special Needs Child

Video #3: Common Traps and Mistakes: How to Avoid Them

Video #4: Special Needs Life Plan

Video #5: You Cant Wait to Build Your Special Needs Childs Life Plan

Video #6: Special Needs Estate Planning

Deeper Learning After Your Appointment

Once you have attended our appointment, youll have a small list of to do items to address. Well also schedule a follow-up meeting. Once you have completed these items, here are some videos we suggest you watch from our recent Strategies In Transition Event.

Strategies in Transition Part 1

Strategies in Transition Part 2

Strategies in Transition Part 3

Strategies in Transition Part 4

Strategies in Transition Part 5

Strategies in Transition Part 6

THE ULTIMATE STEP

Once you have met with us and completed your Life Care Plan for your special needs family member, the concluding step is to help build a community of like-minded individuals around your family. That requires others receiving the same training that you did. Perhaps youd like other family members to be trained as you were? Or maybe you know other families that could benefit from meeting with us? The ultimate step is to refer someone to us. Give them our phone number. More than that, be part of our community. Check out our upcoming events and be part of our ongoing and growing family.

UPCOMING EVENTS

Golf Tournament