Giving Back On And Off The Job

PR Newswire

NEW YORK, April 1, 2019 /PRNewswire/ -- After 35 years as a counselor in financial planning and over a decade in the special needs planning space, Bruce Maier joined Iron Birch Advisors as their Director of Special Needs Planning.

Most financial advisors in the business for just a few years have most likely come across families who are in need for someone like Bruce. The more concerning issue, as Bruce described, are the families out there who have such a need, but do not come forward, even when asked the question if there is a need.

"Financially Independent "

Bruce was inspired to help those in need by his daughter whose background is in Special Education and currently works as a teacher with special needs families.

Bruce and his department define one with special needs as someone who may not be financially independent today or in the future.

The strength of Bruce's team lies in the ability to make certain families will not be disqualified from state and/or federal aid. It is crucial to plan for not just one, but two generations.

"Legal ramifications and government regulations evolve rapidly and now more than ever, families need help," said Maier.

With Bruce's expertise and working in tandem with families' attorneys, along with his passion; areas to be served are:

Planning for two generations
Collaborate with the client's attorney to set up proper trusts
Provide guidance to qualify for state aid
Estate Planning strategies
Issues around potential future guardianship

Bruce conducts seminars and support groups throughout the country with most recent seminars for the National Autism Association, the New York Police Department and Autism Speaks. He can also be reached at 212.759.2013 and [email protected].

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