🏠 The Financial Advisor I Send Families To: A Fellow Autism Dad 🔑
A good attorney writes the special needs trust. But a trust is an empty box until someone funds it, and that's a different professional, the financial advisor who makes sure the money is there when the parents are gone. Stephen Clark is who I trust for that in Miami.
Stephen is a financial planner with Prudential Advisors here in Miami. His focus is protecting the family, the life and disability insurance, the retirement plan, the long-term strategy that decides whether a plan on paper holds up over 30 years. For a family raising a child with a disability, that funding question is everything, the trust only protects the child if there's something in it.
What makes Stephen different is that he's an autism dad, like me. When he sits with a family planning for a child who may need support for life, he isn't working from a textbook, he's living a version of it at home. That's rare, and it's why I trust him with families I care about.
If you're working out how to fund your child's future, reach Stephen at Prudential in Miami at 305-420-2625, and tell him Victor sent you. And if a family you know needs this piece handled right, forward them this issue.
Victor Antunez | 305.401.6224
Real Estate Professional 🔑 Autism Dadvocate
PS. Got a housing question, benefits, timing, whether a move even makes sense? Text or call me. You'll get a straight answer you can plan around.
PSS. If you know a family trying to figure out housing around a child's needs, send them my way. They'll get someone who speaks their language from day 1.