We help you navigate the complex world of special needs planning.

Financial Planning for Families with Special Needs

Parenting a child with disabilities changes everything, including your financial plan. Hestia Wealth & Wellness is a financial planning firm serving special needs individuals and families, helping them navigate special needs trusts, ABLE accounts, Medicaid planning, long-term financial security, and more.

Clear guidance. Compassionate support.
Because your child’s future deserves a plan. And you deserve peace of mind.

How We Help

We offer a number of financial planning packages to help individuals and families along their journey. Whether it’s a diagnosis, the transition to adulthood, navigating retirement, or planning for your loved one’s lifetime, we have an option that suits your needs. If you’re unsure, please reach out for a free consultation.

Essentials Planning for individuals and families just starting their journey or needing guidance on just one issue, such as benefits, ABLE accounts, gifts and inheritances, special needs trust information, and more.
Transition to Adulthood Planning for families whose loved one is approaching the milestone of turning 18. This includes planning for ages 14-25, covering benefits, employment, housing, guardianship or supported decision making, and creating a long-term roadmap.
Comprehensive Planning for individuals and families across multiple areas, including a benefits strategy, special needs trust options, ABLE accounts, and future planning.
Legacy Planning for families seeking complex financial planning, long-term care projections, and how to create a lifetime for their loved one after they are gone.

Meet Our Founder

Ann Hynek, ChSNC®

Contact

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