Top planning for children with special needs financial advisors in Pine Bluff, AR
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 financial future is crucial to ensure ongoing care and support. Without careful planning, you might overlook important benefits or protections that can affect your child's quality of life.
- Government benefits knowledge. Confirm how the advisor navigates programs like Supplemental Security Income (SSI) and Medicaid, which have strict income and asset limits.
- Special needs trusts. Ask about setting up trusts that protect your child's eligibility for public benefits while providing financial resources.
- Long-term care planning. Ensure the advisor considers future housing, healthcare, and support services tailored to your child's needs.
- Coordination with legal professionals. Effective planning often requires working with attorneys familiar with disability law; check how the advisor collaborates with them.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Clinton K
Series 66
Benton, AR
Edward Jones
Clinton Kreie specializes in planning for children with special needs, leveraging 10 years of experience at Edward Jones, a large firm managing over $1 trillion in assets. His expertise includes retirement income and estate planning, supported by a Series 66 license and a fee structure up to 1.35% annually, distinguishing him from advisors with smaller firm affiliations or less comprehensive service offerings.
Experience: 11 years
Avg account: $246,728
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Elizabeth H
Series 63, Series 65
Little Rock, AR
Merrill
Elizabeth Hathaway specializes in planning for children with special needs, leveraging 36 years of experience at Merrill, a large firm known for comprehensive wealth management. She integrates charitable giving, retirement income strategy, and socially responsible investing, offering a 1.10% AUM fee for managed strategies under $2 million. Her focus on values-based investing and extensive community involvement distinguishes her approach from others in the Little Rock area.
Experience: 36 years
Avg account: $860,085
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Bradley S
Series 63, Series 66
Little Rock, AR
Wells Fargo Advisors
Bradley Seagraves specializes in planning for children with special needs and brings 20 years of experience from large firms like Wells Fargo Advisors and Morgan Stanley Smith Barney. His role as a trustee and power of attorney for a family trust adds practical insight, while his firm's high-net-worth focus and proprietary tools support comprehensive financial and special-needs planning.
Experience: 20 years
Avg account: $514,335
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