Some financial professionals have clients they never even know about. Or if they do, they often never acknowledge them. When we are working with families-whether they are young, old, rich or not-so-rich—we are working with the entire family in an indirect, although very real way.
And that's where the disconnect can lie. Many families we work with have a member with a disability. And if we're not asking the right questions, we may be missing a major piece of planning that is needed for that family.
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