Kacy Seitz, ChFC®, CLTC®, ChSNC®

Wealth Management Advisor

Helping Special Needs Families Nationwide Create Financial Security

Kacy Seitz, a recognized specialist in the area of special needs financial planning is passionate about assisting families who have a child or an adult with long-term support needs. Kacy is experienced in special needs planning because she's also a special needs parent and lives the daily challenges with her daughter, Hudsyn.

Planning for a child with special needs goes beyond traditional financial planning. Join us from the comfort of your own home, ask questions, and talk with a fellow parent in a non-threatening, non-pressure environment. We'd love to be of help if you're ready to learn. 

When we begin planning with your family, you will need three professionals at the table. They are:

1. Estate Planning Attorney who will offer you expertise on things like guardianship, a special needs trust, etc.

2. Government Benefits Specialist – someone who not only helps us with access and identification of programs at the local, state and federal levels but gives us the cost planning analysis needed to determine just “how much” needs to go into the special needs trust at your passing. We work with several experts in this area depending on your child's needs.

3. And myself, a Financial Advisor – typically I'm the quarterback for your plan and help make communication with these folks simple and consistent for you and your family.

We're different than most firms in that we bring these three professionals to the table to coordinate your family's plan. You and your children receive a holistic plan that covers both risk management and long term investment planning. We make sure the right documents are in place but most importantly that those documents (like the Special Needs Trust and ABLE accounts) have a detailed funding plan upon your passing or inability to care for your loved one.”

My mission is to eliminate isolation and loneliness for special needs families nationwide. To learn more about the importance of long term planning for your child (or adult) family member with special needs, please contact us to setup a complimentary consultation.

 

 

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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