Danbury, CT – Patrick Doherty, a CERTIFIED FINANCIAL PLANNER™ at Danbury-based Reby Advisors has earned the designation of Chartered Special Needs Consultant™ from the American College of Special Services. With more than a decade of experience in financial services, Doherty has spent the past year earning this credential as he seeks to help more families in the Fairfield County and Westchester County areas navigate the complex financial planning issues that arise with a wide range of special needs.
“The lack of good financial planning advice available for families with special needs is unfortunate,” Doherty said. “Families are so caught up in taking care of the individual with special needs, working to support the family and trying to create an environment that doesn’t diminish other members of the family, financial planning gets put on the back burner.”
“There’s a lot you can do financially for children and adults with special needs, but because people don’t know about it and nobody is advertising to address these specific problems, a lot of times people just end up doing the best they can without expert advice.”
According to a study of the 2010 U.S. Census, more than 2.8 million American children were reported to have a disability; some studies show nearly 1 in 5 adults have a disability of some kind as well. As a ChSNC™ designee with the prerequisite professional experience and coursework, Doherty is qualified to help parents and caregivers across the following areas:
• Unique tax deductions
• Healthcare planning
• Medicaid qualification
• Estate and legacy planning
• Special considerations
About Reby Advisors:
Founded in 1985, Reby Advisors helps clients prepare for retirement using their Lifestyle Sustainability Scorecard™, a proprietary evaluation tool that identifies the risks to one’s lifestyle. The Reby team uses the Scorecard to develop a financial plan designed to help clients sustain their lifestyles.*
Reby Advisors is headquartered in Fairfield County Connecticut and can be contacted by phone at 203-790-4949 or through their website at www.rebyadvisors.com
Reby Advisors is a registered investment advisor located in Danbury, Connecticut. Securities offered through Triad Advisors member FINRA/SIPC. Advisory services offered through Reby Advisors. Reby Advisors is not affiliated with Triad Advisors.
*There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.