Financial – Life Care and Special Needs Planning
Company Name: The Wealth Store
Address: 14985 W. Bell Road, Suite #125
Description: The Wealth Store is an independently owned financial consulting firm with more than 12 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs. Whether you are just starting to save for your future, or are a seasoned investor, The Wealth Store has the financial management experience to direct you towards reaching your objectives.
Company Name: Bart Stevens Special Needs Planning LLC
Address: 4121 E. Palo Brea Lane
City: Cave Creek
Phone: 480-991-0909 or Fax: 480-556-0714
Description: Bart Stevens, Senior Certified Needs Planner and Arizona Certified Legal Document Preparer (AzCLDP). Specializes in assisting families represent themselves as they petition for guardianship. Arizona Certified legal document preparers specializing in filing for guardianships. (English/ Spanish).
Company Name: Special Needs Alliance
Address: 6341 E. Brian Kent Drive
Phone: 520-546-1005 or Fax: 520-546-5119
Description: The Special Needs Alliance is a national nonprofit organization committed to helping individuals with disabilities, their families, and the professionals who represent them. Our attorneys are some of the most credentialed public benefits and disability law attorneys in the country, many of whom are themselves parents and siblings of children with disabilities.
Company Name: Carter & Associates LLC
Address: 22705 N. 19th Street
Phone: (480) 600-6817
Multiple Locations: Sun City, North Phoenix and Central Phoenix
Description: At Carter & Associates, we achieve our goals by helping you achieve yours. Our team of dedicated professionals strive to be your premier wealth management company. Through proactive planning and implementation of custom tailored financial strategies, we help clients achieve their financial objectives.
Company Name: M M White Consulting
Address: PO Box 30967
Phone: (480) 844-7520
Description: We help individuals with disabilities and their families in all areas of Person Centered life planning. We define "Life Planning" as planning for the whole life of the family member with a disability including: Options for decision making, such as guardianship and power of attorney, Wills and Trusts and Health Care Directives, etc. We meet with individuals and families to develop and individual person centered life. We also provide these services through The Cutty Legacy Foundation at 480-730-4108. E-mail firstname.lastname@example.org