Seven Oaks Financial LLC

PO Box 528, #1 Burwell Dr.
Lincoln, IL 62656

Seven Oaks provides comprehensive financial planning for families with a special need. This includes an analysis of their current situation, an individualized plan for their future, with prioritized alternatives, optional funding formats including Special Needs Trusts and ABLE accounts, and assistance in working with Special Needs attorneys to establish the proper legal instruments to protect their family member, their government benefits, and establish financially a standard of living they desire for not only the Special Needs member but the entire family. Click here to view a captioned overview of services:

Click here to view a captioned informational video, with sign language interpreter, from the January, 2021, Third Thursday Resource Round-up:

Click here to view a spanish-subtitled informational video, with sign language interpreter, from the January, 2021, Third Thursday Resource Round-up: