Daniel Courson Email & Phone Number

As a financial advisor, I work with families with special needs children. With more than ten years of experience working with special needs children and their families, first as a special education teacher, then as a financial advisor, my passion for serving this underserved community runs deep. This allows me to bring a subject matter expertise unparalleled when it comes to understanding the unique challenges individuals with disabilities face on a day to day basis. Understanding the issues important to those with disabilities, including tax efficient strategies, special needs trusts, SSI, and other government benefits, are vital when planning for the future well-being of your family member with special needs.I believe the most important aspect of life is our relationships with family and friends. While money is important, what matters more is what it enables us to do. The desire I hear most often from the people I work with is how to set individuals with disabilities and their family members or caregivers up for current and future financial success with life insurance options and estate planning, also, how to Prepare for costs of long term care for those with special needs through management of healthcare planning, Medicaid eligibility complexities, and Social Security. My focus is to fully address the concerns, goals, and hopes of members of this underserved community If we can help you answer any questions about the financial planning process or look at the plan you have today to see how we can make improvements, please don’t hesitate to contact our team and we’ll be happy to set up a time to have a brief conversation to explore working together.

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  Bethune-Cookman University