Special Needs Planning
Who We Are
The Waddell Group can help families with special needs achieve financial security. Planning for the long term financial needs of a loved one can be complex and overwhelming. Recognizing that a customized financial plan can help provide your loved one with as much autonomy as possible, staff, along with trust management services, can answer special needs questions and form an individualized plan.
Provides speakers for disability conferences, public and private workshops for families and professionals.
Securities and investment advisory services offered through Raymond James Financial Services Inc., member FINRA/SIPC.