Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning – Trusts, Benefits and ABLE
By Derek Graham, Partner, Resch, Root, Philipps & Graham, LLC My business partner and I teach a class at Ohio State. In this class, we talk about a triangle of services in financial planning. The bottom of the triangle is what everyone expects from their financial planner, and the top of the triangle is less-encountered issues. […]
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