Kirk S. Barth CFP®, CLU®, ChFC®, LUTCF

CONNECT

Address:

737 Bishop Street, Mauka Tower Suite 2910
Honolulu, HI 96813

Phone:

808-540-3733

Fax/Other:

808-531-8621

My Special Needs Planning Process

We Care... 

Many have asked why we do special needs planning.  We believe, in our hearts, that we have a responsibility to those who depend on us to make a conscious decision about their future and welfare - or else we leave their future life up to chance. 

We have found that by not making a decision for our family's future, we have made the decision that we will leave their fate up to fortune and good luck.  It's not that we don't care; but many times, we just don't think about these things.  Naturally, we all think that there is plenty of time to plan for the future.

Many times, our families who depend on us have no voice or choice in these decisions, even though they will affect their lives - forever! 

Please use this opportunity to plan for your family rather than leave their fate to fortune and good luck - luck is not a plan!

Why is Special Needs Planning important?

Did you know that special needs dependents with over $2,000 in assets lose all of their government benefits? There are many intricate details to consider when planning for your special needs dependents that may be overlooked otherwise. The process for special needs planning is the same as the financial planning process, but will be done through the lens of very specific special needs concepts.

The Team

You are the Team Owner and a player

You will hire me to be the head coach who also plays

Players will be:

  • You
  • Your Family & Support Groups
  • Me, your Financial Planner
  • Attorney with Special Needs Expertise
  • CPA
  • Caregivers
  • Advocates

Contact me to discover how I can help you with your special needs planning!

Contact Us


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck