How do I become a client?

How do I become a client?

There are two ways we work with families. We developed a two-tiered model to be able to work with families and individuals in a flexible manner so that we can help more families with their planning.

  1. Become a Bright Futures Plan client. In these cases, you are coming to us to plan for your loved one with a disability’s future. You may already have a financial advisor but is that advisor well versed in disability related planning? All too often we hear people say my advisor does not offer disability related planning. We specialize in disability related planning, and we have developed a step-by-step process to show you how to create a future income for your loved one. Under this model, we can work with you solely on financial planning for your loved one. It is our expectation that you will use us as your financial planners in this area. In return, by setting up a Bright Futures Plan, you become our client and you can reach out to us for ongoing support and questions in this area.
  2. You can become a full Ability PCG client. In this scenario you are looking for a financial advisor who has the disability planning insight that can set up a Bright Futures Plan and take over all your financial planning needs. You will be using us for all your investment and insurance planning. Not only will you create your Bright Futures Plan but also your retirement plan and greater overall estate plan.

How to Begin?

If you want to learn more about us and how we can help you plan for the future, please click here to book a call and we can discuss our services to make sure we are the right fit. Please feel free to check out our upcoming events and join a webinar to learn more about our team and knowledge. You may also wish to subscribe to our newsletters to find more about our team and issues concerning our community.

We know where you're coming from. We'll get you where you need to go.

It's time to secure the future, support your family and move forward with confidence
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