Targeted Wealth Solutions | Specialized Financial Planning for Special Needs Families
Targeted Wealth Solutions provides deeply personalized financial planning specifically crafted for individuals and families navigating the complexities of special needs. Their core mission is to bring clarity, security, and profound peace of mind through expert guidance and customized strategies. They excel in protecting vital government benefits while simultaneously building robust, long-term financial security for their clients.
Meet the Founders, Bryan Jepson, MD, ChSNC and Aaron Milledge, MBA, CFP
At the heart of Targeted Wealth Solutions are co-founders Bryan Jepson, MD, CFP, MSF, ChSNC, and Aaron Milledge, MBA, CFP, who bring both professional expertise and profound personal understanding to their work. Both Bryan and Aaron are parents to children with special needs, infusing their advice with genuine empathy and lived experience. This unique perspective, combined with their extensive financial planning credentials, allows them to connect with and serve families on a deeply personal level.
Services Targeted Wealth Solutions Offers
Targeted Wealth Solutions offers a comprehensive suite of financial planning services tailored for special needs families, including:
- Benefits Optimization: Strategies to protect eligibility for crucial government benefits.
- Guardianship Planning: Guidance on legal and financial arrangements for future care.
- ABLE Accounts: Assistance with establishing and managing Achieving a Better Life Experience (ABLE) accounts.
- Tax-Efficient Solutions: Strategies for qualified expenses to maximize financial resources.
What Sets Them Apart
What truly sets Targeted Wealth Solutions apart is the deeply personal foundation of their expertise, as advisors Bryan Jepson and Aaron Milledge are parents of children with special needs themselves. This lived experience translates into an unparalleled level of empathy and understanding, fostering trust and truly customized solutions. Furthermore, as independent, fee-only advisors, they prioritize client interests above all else, ensuring unbiased advice focused solely on long-term financial well-being, not product sales.
Connect with Targeted Wealth Solutions
For more information about their services, please visit their website at https://targetedwealthsolutions.com/special-needs-planning/