If you’ve been searching for special needs planning advice, you’ve noticed many people can’t answer your detailed questions. Families, often overwhelmed and busy with other areas of life, are left with nowhere to turn.
At PALLADIO CONSULTING, we are different. We are devoted to walking you through the important stages of life, providing you with tailored advice for your unique situation and vision.
We are an independent, registered investment advisor (RIA) offering financial planning and investment advisory services exclusively tailored for people with disabilities, special needs trusts and their families.
We are 100% committed to helping families that have received a disability diagnosis navigate the legal, financial and government programs available for individuals experiencing physical, intellectual and developmental disabilities (I/DD).
We help people with disabilities and their families navigate special needs financial, estate, and tax planning, plus a variety of government benefits programs.
ABLE Account Strategies
Discover how ABLE Accounts fit into special needs financial planning.
Government Benefits Planning
Unlock financial benefits available to your loved one with special needs.
Investment Advisory
Investment advisory services for people with disabilities and their families.
Retirement Planning
We build retirement roadmaps for parents, while providing for the future care of the child experiencing disability.
Tax Planning & Estate Design
Ensure your loved one’s financial security with our special needs tax planning and estate design expertise.
Assisting families in the disability community plan for the future isn’t part of what we do, it’s ALL that we do. With over 3,500 families trusting us with the planning for their family, we understand that life is not defined by a diagnosis. With the proper planning, education and support, we can help ensure that the dreams and vision for the future are realized.
Finances and legal documents are an important part of the foundation to a successful plan, but our services don’t stop there. We are confident we can answer and help plan around any question or concern you may have as a part of the plan for your child or assisting in finding someone who can.
We help people create special needs financial plans that span across two generations, bringing peace of mind to families concerned about providing financial support after the primary caregivers can no longer assist or if they pass away.
Our team of special needs planners are active in the communities of our clients. We believe that being connected and supporting local organizations and missions allows our team to better understand the needs of special needs families and the resources available to them.
