Special Needs Answers
MassMutual Financial Group
The Primary focus of Pam's financial planning practice is working with families with special needs dependents on what is needed for the long term care, quality of life and financial needs of the individual with special needs.
Dogwood Wealth Advisors
Craig focuses on a planning based process for our clients. Adding structure and discipline to a plan can be a very freeing for our clients who may at times feel out of control or uneasy regarding a transition.
Smith, Gambrell & Russell, LLP
Bio coming soon!
Resource Planning Group
John is a co-founder and Chief Executive Officer of Resource Planning Group. He was born in Biloxi, Mississippi, but lived his early years in cities around the world as his father was an Officer in the Air Force.
UBS Financial Services | McGrath Consulting
Katie McGrath provides financial planning, investment research and relationship management support to McGrath Consulting.
UBS Financial Services | McGrath Consulting
Kevin McGrath is the founder of McGrath Consulting. He leads the team, providing planning advice and portfolio consulting.
The Pollan Law Firm
Bio coming soon!
Nadler Biernath LLC
Kim Martin is an associate attorney at Nadler Biernath LLC. Her practice focuses on trusts and estates issues, with a specialization in estate planning for families with a special needs family member.
Nadler Biernath LLC
Heather D. Nadler is one of just seven attorneys in the State of Georgia to be Certified as an Elder Law Attorney by the National Elder Law Foundation, as accredited by the American Bar Association.
Nadler Biernath LLC
Mark E. Biernath, an Atlanta, Georgia Attorney, focuses his practice on: Estate planning, wills and trusts Probate and estate administration Special Needs Trusts Guardianships / Conservatorships Estate Planning is as complex and varied as the people it serves.
The Primary focus of Pam's financial planning practice is working with families with special needs dependents on what is needed for the long term care, quality of life and financial needs of the individual with special needs. Combining special needs financial planning with tradtional family planning she create...
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Craig focuses on a planning based process for our clients. Adding structure and discipline to a plan can be a very freeing for our clients who may at times feel out of control or uneasy regarding a transition. His goal for his clients is to maximize their comfort level and enjoyment, while keeping an eye on the long t...
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John is a co-founder and Chief Executive Officer of Resource Planning Group. He was born in Biloxi, Mississippi, but lived his early years in cities around the world as his father was an Officer in the Air Force. John is a magna cum laude graduate of the University of Tennessee (BS, Business Administration). &nbs...
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Katie McGrath provides financial planning, investment research and relationship management support to McGrath Consulting. A CERTIFIED FINANCIAL PLANNER™ professional, she has earned the Series 7 and Series 66 security licenses as well as Health, Life, Long-Term Care, Variable Life and Variable Annuity insurance l...
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Kevin McGrath is the founder of McGrath Consulting. He leads the team, providing planning advice and portfolio consulting. After retiring from the United States Marine Corps in 1994 as a selected Lieutenant Colonel, where he flew A-4M Skyhawks, Kevin joined UBS Financial Services Inc. He is a graduate of the University...
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Kim Martin is an associate attorney at Nadler Biernath LLC. Her practice focuses on trusts and estates issues, with a specialization in estate planning for families with a special needs family member. Her areas of expertise also include estate, gift, and generation-skipping tax planning, charitable planning, and format...
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Heather D. Nadler is one of just seven attorneys in the State of Georgia to be Certified as an Elder Law Attorney by the National Elder Law Foundation, as accredited by the American Bar Association. Her practice is concentrated in the areas of Special Needs Law, Elder Law, and Estate Planning. Prior to esta...
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Mark E. Biernath, an Atlanta, Georgia Attorney, focuses his practice on: Estate planning, wills and trusts Probate and estate administration Special Needs Trusts Guardianships / Conservatorships Estate Planning is as complex and varied as the people it serves. It is multi-dimensional and must be geared in a sensitive...
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