Have Any Questions?
+1-800-456-478-23
Visit Us Daily
411 University St, Seattle
Our Working Hours
Mon - Sat: 8.00 - 18.00
Special Needs Trusts & Funding:
Custom financial modeling to fund Third-Party Special Needs Trusts, shield SSI/Medicaid eligibility.
Special Needs Care Income & Annuity:
Custom income strategies utilizing fixed indexed and immediate annuities to convert family assets into guaranteed, non-disqualifying monthly care allowances for special needs dependents.
Long-Term Care (LTC) & Hybrid Asset-Based Protection
Structuring hybrid life/LTC policies that guarantee tax-free long-term care benefits.
about company
We Provide The Solutions to Grow Your Business
Our clients’ needs are constantly changing, so we continually seek new and better ways to serve them. To do this, we are bringing new talent into the firm, acquiring new companies, and developing new capabilities, for example, in design.
Cole Lawrence,
Owner
our services
What We Offer for You
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
Special Needs Care Income & Annuity Structuring:
Custom income strategies utilizing fixed indexed and immediate annuities to convert family assets into guaranteed, non-disqualifying monthly care allowances for special needs dependents.
Special Needs Case Design & Trust Funding:
Custom financial modeling to fund Third-Party Special Needs Trusts, shield SSI/Medicaid eligibility, and secure lifetime care—providing families with complete peace of mind and clarity.
Government Benefit Protection & Risk Audits:
Comprehensive reviews of existing beneficiary designations, ABLE accounts, and estate plans to identify disqualification risks and safeguard ongoing SSI, SSDI, and Medicaid eligibility.
Special Needs ABLE Account & Micro-Trust
Integration Designing hybrid funding strategies that combine ABLE Accounts (529A) with Third-Party SNTs to handle smaller ongoing family contributions and daily care expenses tax-free.
company benefits
Global Reach with Local Understanding
In healthy companies, changing directions or launching new projects means combining underlying strengths and capacities with new.
Annuities
Finance Strategy
Able Account Education
how we help
Align Costs with Strategy & Focus on Growth
In healthy companies, changing directions or launching new projects means combining underlying strengths and capacities with new.
Accounting & Finance
A great corporate strategy combines five elements: a bold yet realistic ambition, a carefully considered portfolio.
Managment Skills
A great corporate strategy combines five elements: a bold yet realistic ambition, a carefully considered portfolio.
Business Planning
A great corporate strategy combines five elements: a bold yet realistic ambition, a carefully considered portfolio.
Trusted
Clients
Finished
Projects
Years of
Experience
Visited
Conferences
Special Needs Financial Plans
Turn complex special needs estate planning into a clear, step-by-step roadmap.
Expert financial guidance tailored specifically for parents and legal guardians.
testimonials
What People Say About Us
“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Oliver Simson
client of company"I am so happy, my dear friend, so absorbed in the exquisite sense of mere tranquil existence, that I neglect my talents. I should be incapable of drawing a single stroke at the present moment."
Mary Grey
client of company"I am so happy, my dear friend, so absorbed in the exquisite sense of mere tranquil existence, that I neglect my talents. I should be incapable of drawing a single stroke at the present moment."
Samanta Fox
client of company
our blog
Read Our Latest Insights
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
