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Jul 1

Written by: jmeddy
7/1/2010 5:51 PM 

With a brother on the Autism spectrum, Michael Walther understands the issues of financial planning for families with special needs members first hand.  Mike is an experienced advisor and the founder of Oak Wealth Advisors, an organization whose mission is to provide peace of mind by delivering successful financial experiences.

Because of Mike's personal and professional experience, and the organization's comprehensive approach to working with individuals with disabilities and their families,  Oak Wealth Advisors has been added to Center for Independent Futures' list of Professional Resource Partners.

"The financial planning challenges faced by families with special needs members are significant," says Mike.  "We take great pride in helping families quantify and plan for today's needs and those that are likely to follow."

Download Oak Wealth Advisors' Top Ten Financial Planning Recommendations for Families with Special Needs Members.

Visit Oak Wealth Advisors for more Top 10 Resources and to learn more about their Wealth Management Services and Special Needs Services.

 

 

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Center for Independent Futures
743 Main Street • Evanston, IL 60202
P: 847.328.2044 • F: 847.328.2665
center@independentfutures.com