Special Planning for Special Needs

Posted on 5-11-2022

Even Stephanie Thompson, a Financial Professional, admitted that her initial focus was on her son’s comfort and well-being during his diagnosis…

Rather than the family finances.

In this week’s episode of Real Wealth® Weekly, Heather Lindsley, of Guided Path Financial Services & Retirement Planning, brings us Stephanie, as she shares how she and her family didn’t let her son’s medical needs break their bank, and helps you learn how you don’t have to either!

Click here to listen to this week’s program.

For more information, contact:

Heather Lindsley, LUTCF, RICP, LACP
Guided Path Financial Services & Retirement Planning