Private Consulting Services:
Personalized Support for Your Unique Lifetime Care Plan
At Lifetime Disability Planners LLC, we understand that planning for a loved one with special needs is not a one-size-fits-all process. Every family has unique challenges, concerns, and goals, which is why our Private Consulting Services are designed to provide you with personalized, one-on-one guidance to ensure your care plan is comprehensive and tailored to your specific needs.
With four private sessions, we’ll work with you to create a strategy that encompasses every aspect of your loved one’s future—from financial planning and benefits optimization to legal protections and healthcare continuity. With the right support, you can move forward with peace of mind, knowing that you have a plan in place to secure your dependent’s long-term care.
What’s Included in Our Private Consulting Services
Four Private One-on-One Sessions
Each session is focused on your family’s needs and can cover any aspect of lifetime care planning. Whether you need help navigating complex tax laws, creating a special needs trust, or securing government benefits, we’re here to guide you through every step of the process.
Comprehensive Digital Materials
As part of our consulting package, you’ll receive all the essential digital materials you need, including guides on tax planning, benefits applications, and special needs trusts. These resources ensure you have everything you need to take action and implement your plan immediately.
Tailored Advice and Actionable Steps
Each session is focused on your family’s needs and can cover any aspect of lifetime care planning. Whether you need help navigating complex tax laws, creating a special needs trust, or securing government benefits, we’re here to guide you through every step of the process.
Expert Guidance with Teresa & Her Team
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Each session is focused on your family’s needs and can cover any aspect of lifetime care planning. Whether you need help navigating complex tax laws, creating a special needs trust, or securing government benefits, we’re here to guide you through every step of the process.
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Charlie, Paulette, and Caleb Carson
"As a family with a special needs son, we routinely experience challenges which are a direct result of his differing abilities. However, when we encounter individuals who truly understand and seek to help us navigate those challenges, our hearts are deeply encouraged. One such person is Teresa Ferruzzo. She has done an excellent job for several years as our CPA and has helped solve the unusual questions/circumstances we have brought to her. Teresa (and her excellent team) have been a Godsend, thus we highly recommend her services."
Holly
"They were a great resource and explained things really well. You walked me through the process, answered many questions along the way, and did things quickly. I definitely would recommend you. Special Needs Trusts (SNTs) are not easy to understand, but dealing with all the laws and requirements was much easier with your guidance."
Krista B.
"As a family with special needs, navigating the complexities of tax matters can be overwhelming. However, Teresa and her team made the process seamless and stress-free. Their expertise in tax law, combined with a deep understanding of the unique challenges faced by special needs families, ensured we received every benefit available to us. We are incredibly grateful for their support and highly recommend their services to any family seeking guidance in this important area.”
Debra & Humberto Mendoza
"Our family has been clients of Teresa Ferruzzo CPA LLC for several years. Because of our family's unique tax filing needs, it was of utmost importance that we work with a CPA who is highly skilled and knowledgeable, particularly with the specific tax services we required. Teresa has demonstrated exemplary qualities and provided our family with top-notch tax preparation services. We really appreciate the exceptional service we've received over many years. Teresa, thank you for exceeding our expectations."
Allison
"If you are concerned about Income Tax Issues for your Special Needs Trust, you should contact CPA Teresa Ferruzzo! As special needs planners, we refer clients to Teresa because she is deeply knowledgeable and professional."
Why Choose Private Consulting with Us?
Navigating the complexities of lifetime care planning for a dependent with special needs can feel like an impossible task. That’s why our Private Consulting Services are designed to provide you with personalized support, clear guidance, and actionable steps.
When you choose our consulting services, you get:
Expertise You Can Trust:
With years of experience in special needs tax planning, estate planning, and benefits, Teresa and her team bring unparalleled knowledge to your case.
Tailored Solutions:
We understand that your family’s needs are unique, and our consulting services are designed to create a plan that works specifically for you.
Clarity and Confidence:
We’ll walk you through each step of the process, helping you make informed decisions that will secure your loved one’s future.
Peace of Mind:
With four private sessions, you’ll feel confident knowing that you have a comprehensive, customized care plan in place, no matter what challenges lie ahead.
Get Started Today!
If you're ready to take your lifetime care planning to the next level, Lifetime Disability Planners LLC is here to help. Our Private Consulting Services will provide you with the tools, knowledge, and support you need to navigate the complexities of care planning with confidence.
Contact us today to schedule your consultation and take the first step toward securing your loved one’s future.
