TAKING CARE OF A FAMILY MEMBER
WITH A DISABILITY

We understand that families who have a loved one living with a disability face unique challenges. We work with experienced teams to create one, coordinated wealth management plan that takes into consideration your loved one’s needs for income and protection over the long term.

Wealth Management

We have specialists in financial planning for families with a loved one with a disability. They have experience helping craft a plan that integrates all the financial aspects families may need to support and protect their loved one.

Insurance Solutions

We work with you to design a comprehensive life insurance strategy to create a pool of assets for your loved one’s continuing care.

Investment Management

Our investment management recommendations are designed to meet your investment needs and the long-term goals of your family. Your family’s objectives and challenges guide our investment selection and asset allocation process.

Estate Planning & Trust Services

We help develop a wealth transfer strategy for your loved one and can help design wills, living wills and powers of attorney to help protect their long- term needs. Our estate services address traditional estate planning needs for the whole family. We can also help design trusts that provide income while allowing your loved one to receive benefits such as Medicaid and Supplemental Security Income (SSI).

Accounting and Tax

Our accounting and tax services include tax return consulting, administration of family limited partnerships and personal accounting. We also analyze potential tax deductions and credits, including schools supporting disabilities, home updates for accessibility and credits, such as the child tax credit.

Resource Planning

We can help you analyze government programs including Social Security Disability Insurance (SSDI), Medicare, Medicaid, state waivers and local government programs. We can also help you create a life plan that outlines your wishes for how your loved one will be taken care of, who is on your care team and what their roles should be today and in the future.

As your wealth advisor, we’re here to help you and your loved one today, tomorrow and for years to come.

Disclosures

The views expressed are for commentary purposes only and do not take into account any individual personal, financial, or tax considerations. It is not intended to be personal legal or investment advice or a solicitation to buy or sell any security or engage in a particular investment strategy.

Investment advisory services provided through Mariner Platform Solutions, LLC (“MPS”). MPS is an investment adviser registered with the SEC, head quartered in Overland Park, Kansas. Registration of an investment advisor does not imply a certain level of skill or training. MPS is in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which MPS transacts business and maintains clients. MPS is either notice filed or qualifies for an exemption or exclusion from notice filing requirements in those states. Any subsequent, direct communication by MPS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For additional information about MPS, including fees and services, please contact MPS or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest or send money.

Investment Adviser Representatives (“IARs”) are independent contractors of MPS and generally maintain or affiliate with a separate business entity through which they market their services. The separate business entity is not owned, controlled by or affiliated with MPS and is not registered with the SEC. Please refer to the disclosure statement of MPS for additional information.

MPS does not provide all services listed in this piece. Some services may be provided by affiliates and may be subject to additional fees. Some IARs may be licensed insurance agents and may be compensated for the sale of insurance-related products through an affiliated insurance agency.

TAKING CARE OF A FAMILY MEMBER WITH A DISABILITY