We work with clients to bridge the gap between community; government and long term supports. We assist with obtaining federal and state benefits including waivers and Social Security. We develop a comprehensive financial and social strategy to assist individuals to live the life they desire. Our areas of expertise include: • Strategies for funding a special needs trust • Government benefits and eligibility • Finding the right attorney • Planning a "three-person retirement" • Multi-generational wealth management • Advanced insurance planning • Investment Advisory Solutions* • Tax planning strategies for special needs situations
Pat Bergmaier is a Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SIPC. 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com.
HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. 1847Financial is unaffiliated with Hornor, Townsend & Kent, LLC.
HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.
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