A Special Plan for a Special Need

Kim Hegwood is joined today by Nelson Negron a financial advisor with Provident Oak Financial, LLC.

Their conversation today is about planning for the future when a special needs child is in the picture. 

Kim and Nelson will talk about:

1. Typical vs Special Needs Retirement
2. Average Retirement Cost vs Average Medical Cost for Special Needs Child
3. When should you start planning?
4. Special Needs Planning Team; Why a Will might not be enough

Bio:

As a father of two children with disabilities, his greatest role is as an advocate for his clients as well as other families dealing with similar disabilities. His sons’ disabilities have become a source of inspiration to help other families.

With this experience, he has accrued the knowledge necessary to provide clients with leadership during critical financial transitions as well as provide guidance through making major financial decisions. Nelson firmly believes that it is imperative to build trust with clients to help them identify, communicate and pursue their financial goals. He’s more than just an advisor; he’s a friend.

In 2019, Nelson left one of the world’s largest wirehouse firms, and together with his wife Rhi, they created Provident Oak Financial. They wanted to bring an experience to the families they work with that was above and beyond what they’ve ever had before. They built Provident Oak to truly put their clients’ interests first and for them to be a partner with their clients to help them reach their financial goals.

To put it simply, Honoring God by serving others. This is their founding principle. Those five words are the foundation of what they do and why they do it. They believe that in serving others, listening to their stories, understanding their concerns about money, and helping to bring solutions to their most pressing financial worries, that they can honor the One who has given them this platform

You can reach Nelson Negron @ 832-836-2459 ext 700; nelson@providentoak.com; info@providentoak.com

________________________________________________________________________________________________________________________________

Contact Kim Hegwood- Elder Law Attorney

Website: https://hegwoodgroup.com

Facebook – https://www.facebook.com/HegwoodLaw

LinkedIn- https://www.linkedin.com/company/hegwoodlaw/

YouTube- https://www.youtube.com/channel/UC-ZaoTAWChvaz-HEFQcdcbQ

Most Recent Episodes

April 25, 2024

A Digital App to Help Seniors Stay at Home

Smart Home Integration for Elder Care: "Bigger in the meaning that, it also can have some kind of smart devices, Moving sensors, fall sensors, mode detectors, remote lockers, all these types of...

Listen · 12:19

April 18, 2024

Caring For Dementia Until the End- Advice from A Physician

Living with Dementia: "You live for many, many, many years often with dementia, and can live pretty well. But once you get to the point where you begin to either die from dementia or there are side...

Listen · 24:36

April 11, 2024

Dementia Friendly Cruises- Should You Take One?

Dementia Care on Cruises: "We will create opportunities so that we can be with them so that the family can have a little bit of room to breathe. But their loved one who has a cognitive or physical or...

Listen · 16:29

Load More Episodes

Kim Hegwood Attorney at Law, Podcaster

Kim Hegwood, born in Bay City, is an Elder Law and Estate Planning Attorney based in Houston, Texas. Kim has been a practicing Attorney since she graduated from South Texas College of Law in 1996. After watching her grandparents struggle to maintain their independence as they grew older, trying to navigate the challenges of aging, and deal with the legal, financial, and emotional challenges that our loved ones face in their golden years, Kim dedicated her career to helping families preserve their dignity and protect their assets.