ABLE Accounts for the Disability Community

Subscribe to this podcast on:  



About This Episode

One of the hardest parts of planning for our loved ones with disabilities is getting started. It’s overwhelming. Thinking of who will care for your child when you or your partner cannot is not easy. While we realize no one will care for your child like you do, you need to plan for the day when you no longer can.

In this session, we talk about one tool that may help with some of the financial responsibilities for supporting your loved one while helping them stay qualified for means-tested benefits supplemental security income (SSI) and Medicaid. My guest will introduce the importance of planning ahead and maintaining eligibility for public benefits whether the family is wealthy or has limited means.

About Our Guest

Jeff Vistica is the founder and principal of Vistica Wealth Advisors, a California-based registered investment advisor.

He has been in the financial planning field since 2000. His passion and motivation come from helping clients discover and plan to address their most pressing financial, tax and estate planning issues. He finds great satisfaction collaborating with clients to help them uncover solutions to common and unique issues. Seeing clients succeed through life and being a part of that is very rewarding for him.

Jeff is a CERTIFIED FINANCIAL PLANNER™, a Chartered Special Needs Consultant® a Chartered Financial Consultant® and an Accredited Investment Fiduciary®. He’s currently pursuing a masters degree in taxation, he earned an Executive Financial Planner Advanced Certificate from San Diego State University and his bachelor’s degree from Loyola Marymount University.

Show Notes

Here is a link for more information about Jeff and Vistica Wealth Advisors:

A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.