Specialized Planning

Get support and access to the resources you need as a SMI Caregiver.

Beyond traditional financial planning services, we provide specialized planning support for Serious Mental Illness (SMI) caregivers and their families.

Having a child or family member with a mental health condition is challenging on multiple levels. We partner with caregivers, preparing them to handle the needs of their loved ones without jeopardizing their financial future.

To get you started, we provide a tool to help you assess your preparedness as a SMI caregiver in the areas of retirement planning, advocate planning, resource planning, and asset protection & control.

Download Our SMI Caregiver Assessment Tool