Special Needs

Special Needs Financial Planning Strategies

Gries Financial Partners (GFP) provides expertise in the area of special needs financial planning and related estate planning for individuals and their families. GFP acts as a comprehensive guide to navigate the often times complex tools and services available for persons with physical and intellectual disabilities, while protecting assets and eligibility for means tested government benefits like Supplemental Security Income (SSI) and Medicaid.  In addition to working directly with families, GFP is committed to providing information on special needs financial planning as a community benefit.  Please contact us for more information or download our ‘Special Needs Financial Planning Strategies’ document.

Download the GFP Special Needs Financial Planning Strategies Document

Milestones National Autism Conference Recording

Brent Horvath, Director of Wealth Management Services and Irenee Nkera, Financial Planning Associate, had the opportunity to speak at the Milestones Autism Conference about special needs financial planning. Milestones reaches thousands of families and professionals throughout Northeast Ohio and the nation. Milestones has established itself as a trusted leader in autism education. The Milestones National Autism Conference has grown into a major annual educational event with over 1,000 attendees from across the country. 

Download the GFP Financial Planning Strategies Milestones Conference Presentation