Financial Planning Resources
Financial planning for individuals with special healthcare needs and their families involves unique and complex challenges. Whether it's high and ongoing healthcare costs, eligibility for government benefits, complex legal and estate planning, caregiver financial strain, or long-term planning uncertainty, we are thrilled to connect families with a local professional resource that provides financial guidance and planning: Briaud Financial Services.
Natalie Pine, CFP®, ChSNC® Managing Partner/Advisor, holds a Chartered Special Needs Designation and a passion for helping individuals with special healthcare needs ignited by personal experience. As a Certified Financial Planner and the Mom of a wonderful son on the autism spectrum, Natalie and her group of skilled professionals can provide guidance that offers families peace of mind and ensures they're able to focus on what is important: loving their child.
Click here to download an informational brochure or visit https://www.briaud.com/services/special-needs/ to learn more!