WHAT IS MY ROLE AS YOUR FINANCIAL ADVISOR WITH ELDER CARE AND SPECIAL NEEDS PLANNING?

Providing for loved ones is a responsibility we understand, and take very seriously. We understand that each situation is unique, and will take the time to fully understand your family’s needs. We specialize in managing trust and conservatorship accounts.

CIGX Financial can help you arrange for the legal and financial care of an elderly parent or a disabled adult child. Choosing the correct path and a solid conservator for your special needs individual can give your entire family peace of mind. It is important to understand the options available to your family.

Here are a few financial problems we can address or avoid for you and your family

Asset Management

 Disbursements

Conservators and Trustees

 Caregivers and Guardians