Special Needs Planning Resources

What do you want your child's lifestyle to look like in the future?

Kevin Pent, ChSNC^®

At Edelman Wealth Management Group, Inc., we help our clients reach their financial destinations. We are fortunate to have Kevin Pent, Chartered Special Needs Consultant® (ChSNC®) on our team. Kevin is committed to working with families of children with special needs and has an expertise at creating strategies that give you peace of mind. Kevin believes that simple steps may lead to meaningful changes that create permanent solutions for your family.

Kevin has earned the Chartered Special Needs Consultant® (ChSNC®) designation through The American College. He believes that families with unique financial and life planning needs require an advisor with expertise they can trust. This knowledge base provides the financial advisor with the technical, collaborative and quantitative skills necessary to help clients with special needs.

Kevin is equipped with these specialized skills needed to help parents and caregivers plan for the future with honesty, ethics and compassion. He will help navigate the unique considerations, estate planning, special needs trusts, life insurance, tax deductions, healthcare issues, Medicaid complexities, and the emotional aspects of providing for a loved one with a disability.

If you have a loved one with special needs or know someone who does, reach out to Kevin Pent today at kevin@ewmginc.com or 215-579-5601!