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  • Phone: 267-374-9834
  • Email: bbishop@aztfinancial.com
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  2. Special Needs Family

Special Needs Family

Our Approach:

First - We get to know you and your family.  We want to understand your current situation and your future goals.

Second - We review your information, making sure we understand all of the important details

Third - We establish a plan together to reach your goals

Fourth - We work together to implement your plan and reach your family’s goals.

Our Team:

As a parent, grandparent, or sibling each member of our team has a connections to a special needs person.  Instead of working with one individual on our team, you work with all of us, to better understand your situation and your goals and work to construct the best solution.

In addition, we collaborate with your lawyer, your accountant and you other advocates and advisors to develop the best plan for your family.

Special Needs Planning Workbook

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  • 851 Maple Avenue Suite B , Harleysville, Pennsylvania 19438 United States
  • Phone: 267-374-9834
  • Email: bbishop@aztfinancial.com

 

Securities and investment advisory services are offered through NEXT Financial Group, Inc. member FINRA/SIPC. AZT Financial is not an affiliate of NEXT Financial Group, Inc. To view NEXT Financial Group’s Privacy Policy and other important information, visit the” Customers” section of www.nextfinancial.com

 

Investment products and investment advisory and services available only to residents of: PA, NJ, NY, FL, DE, RI, OH, OK, CA, NC, GA CT

 

 

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