Please bear with us as we are doing a complete rewrite and update of front and back-end. Some features may not currently work. Please feel free to use contact form to report any issues. Thank you! MM Team
Our mission is to provide financial services at a low cost to meet the financial planning goals of individuals with special needs and the people that care for them. Our objective is to allow individuals with intellectual disabilities and their caregivers the opportunity to preserve assets while maintaining eligibility for government benefits. Our special needs pooled trusts provide mechanisms for developing sound financial plans that aid in achieving happier lives for those with special needs.
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