The Miceli Group

Established in 2008, the focus of the Special Needs Planning Team is to provide wise financial strategies for families with members who have special needs.

Families with special needs have unique financial circumstances that are often overlooked by financial advisors. Our Advisors have been certified by the American College with specialized and exclusive training to address these unique needs and situations. In addition, our Special Needs Advisors work with families to provide "every day" financial solutions, such as education funding and retirement planning.

Our Team has alliances with legal and medical professionals, non-profit organizations and support groups at the community level. Working collaboratively with these entities and caregivers allows implementation of effective life care plans. An important aspect of life care planning is to structure plans that preserve government benefits while maintaining the ability to accumulate and grow assets.

Upcoming (0)

Sorry, there are no upcoming events

Past (3)

Disability Awareness Night 2015 primary image

Disability Awareness Night 2015

Thu, Jul 16 • 7:00 PM

Free

Disability Awareness Night 2014 primary image

Disability Awareness Night 2014

Fri, Aug 1 • 7:00 PM

Free

Disability Awareness Night 2015 primary image

Disability Awareness Night 2015

Thu, Jul 16 • 7:00 PM

Free

Disability Awareness Night 2014 primary image

Disability Awareness Night 2014

Fri, Aug 1 • 7:00 PM

Free

Established in 2008, the focus of the Special Needs Planning Team is to provide wise financial strategies for families with members who have special needs.

Families with special needs have unique financial circumstances that are often overlooked by financial advisors. Our Advisors have been certified by the American College with specialized and exclusive training to address these unique needs and situations. In addition, our Special Needs Advisors work with families to provide "every day" financial solutions, such as education funding and retirement planning.

Our Team has alliances with legal and medical professionals, non-profit organizations and support groups at the community level. Working collaboratively with these entities and caregivers allows implementation of effective life care plans. An important aspect of life care planning is to structure plans that preserve government benefits while maintaining the ability to accumulate and grow assets.

Events

Sorry, there are no upcoming events
Disability Awareness Night 2015 primary image

Disability Awareness Night 2015

Thu, Jul 16 • 7:00 PM

Free

Disability Awareness Night 2014 primary image

Disability Awareness Night 2014

Fri, Aug 1 • 7:00 PM

Free

Disability Awareness Night 2015 primary image

Disability Awareness Night 2015

Thu, Jul 16 • 7:00 PM

Free

Disability Awareness Night 2014 primary image

Disability Awareness Night 2014

Fri, Aug 1 • 7:00 PM

Free