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(800) 6823237 www.rfadvisors.comWEALTH MANAGEMENTFinancial Planning for Special Needs Families Financial Planning 101 for Special Needs Families Whatsoever the nature of your children disability,
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Special needs families are families who have members with physical, emotional, developmental, or behavioral challenges that require additional support and resources.
Parents or legal guardians of special needs individuals are required to file special needs families.
Special needs families can be filled out by providing detailed information about the special needs individual, their challenges, required support, and any services or resources being utilized.
The purpose of special needs families is to ensure that individuals with special needs receive proper care, support, and resources to help them thrive and reach their full potential.
Information such as the individual's diagnosis, current treatments, therapies, support services, and any financial assistance being received must be reported on special needs families.
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