National Care Advisors We are a national nurse consulting firm providing life care planning, quality of life assessment, cost analysis, benefits management and case management services.
Ibar Special Needs Trust Advisors We provide advisory services for special needs trusts (SNT) incorporated as part of a personal injury litigation and estate planning for families with a loved one who has special needs.
Trust Asset Service Company TASC is THE solution for trust management, wealth management and private banking professionals to consolidate all their client’s third-party asset and specialty service needs.
Academy of Special Needs Planners
Acuna Regli
American College of Financial Services
Andrew De Vries, Realtor
Aspiriant (formerly HearthStone)
Asset Trust Services
Colvent Group Inc
Continuity Care Home Nurses, Inc.
CPT Institute
ElderCounsel, LLC
Ernst & Young
Hope Trust
Ibar Special Needs Trust Advisors
Independent Life
Krause Financial Services
Legacy Enhancement Trust
Manufacturer’s Bank
MassMutual – Specialcare
Merrill Lynch – The Special Needs Team
Michael Stephens, Realtor Highland Partners
Morrill Law
Moving to Mastery – Special Needs Webinars
National Care Advisors
Phillips Bonding & Insurance Agency, Inc.
Pro Bed Medical Technologies, Inc
Professional Fiduciary Assoc. of CA (PFAC)
Prudent Investors
Quin Oaks Investment Group
Sorenson Insurance Services, LLC
Special Considerations
Team Risk Management Strategies, LLC
The Best Notary
Think2Age
True Link Financial
Wells Fargo