Dennis Farrar on Clubhouse

Bio

Financial professional specializing in creating Special Needs Planning. I help families with a variety of planning aspects including qualifying for and maximizing government benefits, develop and improve the education experience, help build wealth in a way that the wealth can be passed down to future generations, improve overall quality of life by introducing possible resources where none were presented, and a lot more.

I am a fan of many financial tools including ABLE Accounts (when used correctly), special needs trusts, efficient financial tools to limit tax exposure, and keeping the whole family in mind when it’s time to pass down an estate. I also educate families on the need for tools to protect the family in the event of a single parent passing away early, and protecting assets in situations where Long Term Care is required for the family members / caregivers.

I am a Husband, Father, Primary Caregiver for my Mom. One of my children is Autistic and keeps me occupied a lot of the time. I have an engineering background which taught me to use questions to find the root of the problems, and use financial tools to address them efficiently.