Special Care

https://asoft11234.accrisoft.com/westpntfingrp/clientuploads/photoforwebsite1.jpgOur Special Care Team assists families that are caregivers for individuals with special needs.  Our team approach helps ensure proper life care planning for the individual with special needs and their caregiver.  We provide education, resources and financial solutions for families so they can focus on caregiving. 

Special Care Planners* works with you and your professional advisors – your banker, accountant or financial planner, lawyer, social workers and health care providers – to review your financial picture and offer options that make sense for your situation.

*The Special Care Planner receives advanced training and information in estate and tax planning concepts, special needs trusts, government programs, and the emotional dynamics of working with people with disabilities and other special needs and their families. Many of our representatives have earned the SpecialCare SM certificate from The American College, for *MassMutual's Special CareProgram. 

Our Special Care Planners:
Michael Cahill
Kevin Clasen
Jim Thompson

More about our Special Care Team:
Our Process - Person Centered Planning
Resources- Professionals & Organizations
Helpful Articles
“Lights Up, Sound Down-” Movies

*MassMutual refers to Massachusetts Mutual Life Insurance Company.

 

Featured News

WestPoint Financial Group Sponsors a Home for Healing

Published Friday, April 28, 2017

WestPoint Financial Group is proud to be a sponsor of Design for a Difference’s Program at The Transformations Center for Healing in Hamilton County!

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WestPoint Financial Group has made the 2016 Best Places to Work in Indiana finalist list!

Published Tuesday, February 16, 2016

(Tuesday, February 16, 2016) WestPoint Financial Group is has been selected as one of the Best Places to work in Indiana for 2016.

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WestPoint Hosts a Night at the Haunted House at the Children's Museum

Published Thursday, October 16, 2014

 

 

 

 

 

 


(Thursday, October 16, 2014) – WestPoint Financial Group, hosted its 4th annual Night at the Haunted House this past October

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