Seven Oaks Financial LLC

805 W. Jackson, St., Suite 306, Peoria, IL 61602

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.

Expo Exhibitor Year(s): , ,
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