Special Needs Financial Planning
Financial planning services tailored to your family's needs.
Preparing for the day when you won’t be there to care for your family is a challenge that all parents face. But if your child has special needs, the estate planning1 process is especially complex. It’s good to have an experienced advisor on your side.
Meet our advisor
Our CFS2 Financial Advisor and Accredited Asset Management SpecialistSM, Tony Fox, can help you decide if ABLE Accounts and Special Needs Trusts fit into your entire financial plan.
Tony has 17 years of experience in the financial industry. Tony specializes in asset allocation, retirement planning, and portfolio analysis. Tony is passionate about helping members achieve their goals. Tony carefully gets to know Embold members by understanding their full financial picture.
Calculations for real life
Ready to make your plan?
Contact our EIS¹ team today to assist you in creating an investment plan designed to fit your needs. To schedule your complimentary personal consultation, get in touch through our contact form or call (503) 722-5470.
We're here to help.
1) Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the Credit Union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Embold Credit Union has contracted with CFS to make non-deposit investment products and services available to Credit Union members.
2) CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.