[Promo] Planning for Children with Special Needs

[Peter Kettle]

At Iron Birch Advisors, we help ensure families will not be disqualified from any state or federal aid that may be available to them for Children with Special Needs. We help families plan for not one, but two generations. We work extensively with their attorneys to set up special needs trusts and recommend the appropriate vehicles to fund these trusts.

The definition of special needs includes individuals that may not be financially independent throughout their lives. This would likely include family members with one of the following: Autism, Cerebral Palsy, Down Syndrome, Bipolar, Asperger’s etc. 

Please call me on 917 273 2195 for more information.

Peter Kettle, MBA 
Financial Advisor | Managing Partner
Iron Birch Advisors
A financial advisory practice of Ameriprise Financial Services, LLC
................................. 

Ameriprise Financial Services, LLC 
767 Third Avenue 
New York, NY 10017 

Office: 212.759.2015 | Mobile: 917.273.2195 
Text: 917.273.2195 | Fax: 347.223.5080

https://www.ameripriseadvisors.com/peter.kettle/




An Ameriprise Financial Franchise. Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC.
 
 
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