Navigating a Difficult Path

When your son or daughter is diagnosed with a serious mental illness, your financial plan suddenly becomes convoluted—and can even be derailed. You may tap into your retirement savings to pay for your child’s treatment, putting your future well-being at risk.

Unfortunately, we know from both personal and professional experience that families such as yours are underserved by financial planners. Our ebook takes a look at the financial challenges your family faces and describes a systematic approach that can help you serve as your child’s advocate while addressing your financial needs.

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Get proactive about your family’s financial health.


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When Mental Illness Strikes: The Challenges to a Family’s Financial Plan

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