Special Needs Planning | San Jose, CA | Foss Financial Services

Protect your most precious asset – your children

Special Needs trust planning is necessary to preserve assets for your loved ones with special needs. Allowing individuals with special needs to maintain assets for their lifestyle and expense needs while still qualifying for government benefits. Helping to maintain, or improve your loved one’s health, independence, and quality of life. Benefiting individuals with special needs or disabilities:

Dan Foss, ChFC, CLU, is a licensed and experienced Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). The purpose of this Foss Financial Services website is to introduce Dan Foss and share his decades of training, education, and real-world experience to the public for informational purposes only. Dan’s opinions are not intended to be used or construed as specific financial planning or estate planning advice, legal advice or tax advice, for any individual or investor. No products or services shall be sold on this website. The contents expressed are not sponsored by nor paid for by any product, service, or services provider. Interested parties desiring personalized advisory services for their unique financial planning must schedule a private appointment to confidentially review their financial goals and objectives to best plan options suited to achieve their goals.