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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

 

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Experience Matters

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MacKinstry Financial & Investments, LLC and Educators' Retirement Consulting was founded with the goal of assisting our clients in every aspect of their financial lives.  We’ve provided the most personal service available, thus earning a reputation for excellence in our industry.  For each of our clients, we strive to help create financial stability and confidence to provide financial independence.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

Securities offered through LPL Financial, member FINRA & SIPC.  Investment advice offered through NorthStar Wealth Partners, a registered investment advisor.  NorthStar Wealth Partners, MacKinstry Financial & Investments, LLC and Educators Retirement Consulting are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, CT, FL, MA, ME, MN, NC, NM, NY, OH, RI, SC, VT, WA, WI.

Contact

MacKinstry Financial & Investments, LLC
Office: 860.669.9900
Fax:860.669.9800

9 Old Post Road
Clinton, CT 06413

tracy.mackinstry@lpl.com

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