Top planning for children with special needs financial advisors in Kansas
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you have a child with special needs, planning for their lifelong care and financial security is crucial. Without careful preparation, you might overlook key benefits or protections that can support your child's future.
- Government benefits navigation. Confirm how the advisor helps you understand and preserve eligibility for programs like Medicaid and Supplemental Security Income.
- Special needs trusts. Ask about setting up trusts that protect your child's assets without jeopardizing benefits.
- Education and therapy funding. Look for advisors who consider how to fund specialized education and therapies alongside other expenses.
- Long-term care planning. Ensure they address housing, healthcare, and guardianship arrangements beyond your lifetime.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Matthew S
CFP®, Series 66
Leawood, KS
Wells Fargo Advisors
Matthew Sayers specializes in planning for children with special needs, offering expertise in navigating government benefits and setting up special needs trusts to protect assets. With 19 years of experience and CFP® certification, he operates within Wells Fargo Advisors, a large firm serving high-net-worth clients, which may provide access to extensive resources and sophisticated planning tools compared to smaller practices.
Experience: 19 years
Avg account: $514,335
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Daniel N
CFP®, Series 66
Derby, KS
Edward Jones
Daniel Nottingham specializes in planning for children with special needs, offering expertise in estate planning and charitable giving, supported by 11 years of experience and CFP® certification. Based in Derby, KS, he works with Edward Jones, a large firm managing over $1 trillion in assets, providing a broad range of investment strategies and tax-efficient services, which may offer more comprehensive resources compared to smaller local advisors.
Experience: 11 years
Avg account: $246,728
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Julia H
Series 66
Leawood, KS
Merrill
Julia Hyde specializes in planning for children with special needs, offering expertise in college savings, retirement income strategy, and family wealth management. Based in Leawood, Kansas, she brings 25 years of experience at Merrill Lynch, a large firm, and charges a 1.10% fee for managed strategies under $2 million. Her focus on women professionals and collaborative approach distinguishes her among local advisors.
Experience: 26 years
Avg account: $860,085
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Michael M
Series 63, Series 65
Apollo Beach, FL
G. A. Repple & Company
Michael Mandarino's 24 years of experience and expertise in planning for children with special needs equip him to address complex financial and care planning needs, including government benefits and special needs trusts. Operating from Apollo Beach, FL, he offers flat-fee and asset-based fee structures through G. A. Repple & Company, which provides diverse investment approaches including Biblically-Responsible Investing, distinguishing him from advisors focused solely on traditional portfolios.
Experience: 24 years
Avg account: $217,968
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