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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

This communication is strictly intended for individuals residing in the following states. No offers may be made or accepted from any resident outside the specific states referenced.

We are securities registered in the following states*:Arizona, California, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, West Virginia, Wyoming, and Wisconsin.

Aaron P. Sevigny, CRPS®, AIF®, CEP, is a Registered Representative Offering Securities and Advisory Services Through United Planners’ Financial Services of America, Member FINRA, SIPC

Acadia and United Planners’ are unaffiliated.

We are insurance registered in the following states:

Florida, Massachusetts, New York, Ohio, Illinois, Pennsylvania, New Hampshire, Delaware, Virginia, Michigan, Wisconsin and Wyoming.

* A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.

Contact

Acadia Wealth Management, LLC
Office: 239.992.9927
Toll-Free: 888.787.0481
Fax: 888.787.0481

3511 Bonita Bay Blvd.
Suite 2
Bonita Springs, FL 34134

FINRA Series 7, FINRA Series 66, FINRA Series 24, FINRA Series 4, Florida Life, Health and Variable Annuity License, State Insurance License, Florida Notary

info@acadiawealth.com

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