Special Needs Answers
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Charles Rossi, CFP®, ChFC®, AEP®
Intelligent Capitalworks
Charles Rossi, CFP®, ChFC®, AEP®
Intelligent Capitalworks
FINANCIAL PLANNER
Bio coming soon!
Firm Description
Intelligent Capitalworks is a fee-only fiduciary wealth management firm specializing in investment management services and retirement, trust and estate, special needs and philanthropic planning.
We combine critical thinking with detailed analysis and help develop plans, investment strategies and progress monitoring for each client.
Services
- Family Financial Discussions
- Special Needs Planning
- Goal and Objective Setting
- Trust Planning
- Investment Strategy
- Progress Review
Hours
| Day | From | To |
|---|---|---|
| Monday | 8:00 AM | 5:00 PM |
| Tuesday | 8:00 AM | 5:00 PM |
| Wednesday | 8:00 AM | 5:00 PM |
| Thursday | 8:00 AM | 5:00 PM |
| Friday | 8:00 AM | 5:00 PM |
Cost
What Is a Special Needs Planner?
Meet Charles Rossi, CFP®, ChFC®, AEP®
Tell us about your issue and we will put you in touch with Charles Rossi, CFP®, ChFC®, AEP®.