Dependants with Special Needs


Being able to provide a life of dignity and equality to dependants with special needs requires special financial planning. As the needs are different and the responsibility is enormous, benefit from Artha Yantra’s expertise in special needs financial planning.

Special Needs Financial Planning entails a three- step strategy:

 

  •     A Special Needs Financial Planning Roadmap
  •     Goal setting
  •     Vision of a secure future for your dependents with special needs

 

This strategy is vital as it will help you formulate the kind of life you want for your dependant with special needs after your lifetime. Since there is no guarantee that government programs or funding available today may continue into the future, you need to :

 

  •     Prepare a Will
  •     Appoint a Guardian
  •     Write a letter of intent for future caregivers
  •     Make Living Arrangements
  •     Provide for Daily Care and Education and
  •     Utilize Government Benefits

 

Artha Yantra can help you in your Special Needs Financial Planning. Talk to our financial advisor about a suitable strategy to ensure a safe future for your dependant with special needs.

 

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About Us

ArthaYantra was started by a group of ISB Alumni. The journey started with finding answers to questions like:


1.I earn so much, where does my money go?
2.Can I refinance my home loan?
3.Have I made financial mistakes in the past?
4.When should I start saving?
5.I want to grow my money, how?
6.I have some financial goals, I don't know how to achieve them   Read More

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Contact Details

India Office

Plot #319, Second Floor,
Ayyappa Society, Madhapur,
Hyderabad - 500081, AP, India
Phone: +91 -(40)- 66588131

US Office:

WFA Global Investments
100 Park Ave, 16th Floor
New York, NY 10017
Phone:+1 -(646)-340-4751