Financial planning for families with a member who has a disability or special needs can be very complex. Below are a listing of organizations that help with the planning needed to provide your loved-one the long-term financial security they need.

Community Fund Management Foundation
Kathleen C. Morris, MS, CRC, LPC, Associate Director
Southern Ohio Office
1520 Madison Road
Cincinnati, OH 45211
View in Google Maps
Work: (513)559-6701, 967-5612, FAX: (513) 559-6600
E-Mail: cfmfsouthohio@yahoo.com
Web: www.cfmf.org
Have a trust accounts help individuals with disabilities enjoy a better quality of life. Benefits Ohio residents with a disability. Can be funded with inheritance, life insurance proceeds, personal injury settlements, gifts, Social Security back payments, and more. Safeguard eligibility for government benefits.

New York Life Insurance Co. Andrew Magenheim
2010 Autism Expo Table
Andrew Magenheim
8044 Montgomery Rd. Ste. 400
Cincinnati, OH 45236
View in Google Maps
513-621-9999 ext 2534 Fax 513-621-6392
Email: ajmagenheim@newyorklife.com
Web: www.ajmagenheim.com
Special Needs Financial Planning, Insurance, Retirement, Investment, Grandparent Gifting, Disability, Compassion. Financial professional services focusing on protection, acclamations and distribution strategies based on individual needs.

Paragon Financial Group
Vicki Schapp, CFP®, Special Care Planner
8354 Princeton-Glendale Road, Suite 206
West Chester, OH 45069
View in Google Maps
513-942-1000 x-104 513-505-2548 mobile
513-881-2112 fax
vschapp@finsvcs.com
Providing life care planning for families who want to plan for now and the day they can’t take care of their child with special needs.

Vicki Schapp is a registered representative and offers securities and investment advisory services through MML Investors Services, Inc., member SIPC (www.sipc.org). 7755 Montgomery Road, Suite 250, Cincinnati, OH 45236-4268 (513) 579-8555

© 2005 - 2010 Families with ASD, Inc. Autism Yellow Pages, Autism Awareness Matters to Me design by Janis Hastings, and "I am an Adult with Autism" are trademarks owned by Families with ASD. All rights reserved.

web hosting companies