Kevin P. McAvoy, CFP

Providing for the financial needs of both a dependent with special needs as well as the wealth accumulation and protection needs of the family requires a holistic life care planning approach. Kevin is a Special Care Planner who designs, implements and manages life care plans for people with disabilities and their families that integrate and coordinate legal, financial, insurance, investments, tax management and benefit strategies customized to each family’s unique situation. Kevin follows a disciplined, strategic process which results in a detailed game plan that addresses retirement savings and income generation needs as well as creating a financial safety net for the dependent while protecting benefits. Supported by a team of experts in the key areas of financial planning, Kevin also integrates your other trusted advisors including your attorney, accountant, and service organizations to make sure that all aspects of your plan are working together to achieve your objectives. Kevin gives each family the information and knowledge they need to understand the compone