Keyword: Financial Planning

A.V. Hunter Trust/Funds for One Program

Financial Assistance is available toward the following services and items:

-Durable medical equipment (hearing aids, oxygen concentrators, protheses, wheelchairs, and many other items).

or

-Dental procedures (fillings, extractions, partials, dentures).

You cannot submit your own application. Applications must be submitted by a referring agency or third party professional in the community. May take up to 4 weeks to receive a determination.

Contact Name
Kary Cramer, MSW
Address
650 South Cherry St.
Suite 535
Glendale, CO 80246
County
Arapahoe
Telephone
303-399-5450
Email
kary@avhuntertrust.org
Website
avhuntertrust.org

Abby’s Impact at Jewish Family Service of Colorado

As one of Jewish Family Service of Colorado's programs, Abby's Impact offers soft skill development and resiliency skills to young adults. Participants between 18 and 26 years old are eligible for classes designed to improve the ability to manage life's challenges. Case management and class topics include financial health, parenting and relationship building, stress management, resource navigation, and career readiness classes.

Contact Name
Amanda Hernandez
Address
3201 S Tamarac Drive
Denver, CO 80231
County
Denver
Telephone
(303) 996-1025
Email
ahernandez@jewishfamilyservice.org
Website
https://www.jewishfamilyservice.org/services/abbys-impact

Appointment Advocates

Maintain patient autonomy and independence by medication management and provides adovacy with presence during medical appointments. Can also assist client with organization of monthly expenses by helping client write checks and maintain account ledger.

Contact Name
Anne Bakken, RN BSN
Address
P.O. Box 50574
Colorado Springs, CO 80949
County
El Paso
Telephone
(719)592-1154
Email
contactus@appointmentadvocates.com
Website
appointmentadvocates.com

Bennett and Co Advisors

We embrace the notion that finances are but one important aspect of life, and that wealth is merely a means to achieve life's larger purposes, not an end unto itself. Our mission is to help our clients understand and organize their financial options, and create solutions that free them to pursue the activities of life the value most.

Contact Name
Brian Bennett
Address
731 N. Tejon Street
Colorado Springs, CO 80903
County
El Paso
Telephone
719-577-0099
888-577-0099
Email
brianb@bennco.com
Website
bennco.com

Career Connection Centers-Goodwill Industries of Denver

The Career Connection Centers provides free one-on-one assistance and classes on Job Readiness (job search, applications, resumes), Life Skills (healthy relationships, financial literacy, stress management), and Computer Classes (learning the basics of computers, Microsoft office Word and Excel classes). Each center has a computer lab for job search, job boards for posting jobs, job fairs, and hiring events with local businesses and Goodwill positions, copy machines, fax, & telephones for job search. We also refer to GED programs as well. Every service offered is free.

Contact Name
Ryan Fischer
Address
15425 E. Iliff, Unit C
Aurora, CO 80013
County
Denver
Telephone
(303)577-0186
Email
rfischer@goodwilldenver.org
Website
goodwilldenver.org/default-site-structure-materials/programs/career-connections.html

Colorado Fund for People with Disabilities

CFPD is a non-profit organization providing fiduciary and case management services to people with disabilities. We specialize in trusts, conservatorships, Rep Payee for SSA Benefits and future planning.

Contact Name
Megan Brand
Address
1355 S. Colorado Blvd
Suite 920
Denver, CO 80222
County
Denver
Telephone
303-733-2867
Email
info@cfpdtrust.org
Website
cfpdtrust.org

Denver Asset Building Coalition

DABC provides free tax preparation services to low-income individuals and families making $55,000 or less annually. We are open first come first served January through April, and by appointment the rest of the year. We are headquartered at 2009 Wadsworth Blvd., Ste 100 at the Mi Casa Resource Center, and we also operate out of 8 different locations around the multi-county area, so check our website for locations and hours. We specialize in Earned Income Tax Credit, Child Tax Credit, all individual tax forms and form C-EZ for small businesses. We are the only group in Colorado that does past-year taxes, as well as amended tax returns. Call or visit our website at www.denverabc.org for more information and details.

Contact Name
Geoff Brown
Address
2009 Wadsworth Blvd., Ste 100
Lakewood, CO 80214
County
Denver
Telephone
(303) 388-7030
Email
info@denverabc.org
Website
denverabc.org
Other Notes
We accept Medicaid
Sliding Scale

EFAA – Emergency Family Assistance Association

We are a basic needs agency serving low-income residents of Boulder and Broomfield Counties. We have a food bank, and we provide one-time financial assistance with rent, deposit, utilities, medical, and other needs. We also operate short-term and transitional housing programs for families with children. Our target population for services is families with children, seniors, and people with disabilities, including brain injuries.

Contact Name
Audrey
Address
1575 Yarmouth Ave
Boulder, CO 80304
County
Boulder
Telephone
(303) 442-3042
Email
audrey@efaa.org
Website
efaa.org/

J R Phillips & Associates

We are an Estate Planning firm that can handle your plan from basic will to complex trust. We also can handle Guardianship and Conservatorship, Estate and Probate Adminstration, Special Needs Trusts, and Elder Law issues. John Phillips has been practicing for over 25 years in the Denver area. Our planning process focuses on the human issues and any tax issues before we recommend what tools will work best for you. John is a board member for the Arapahoe Douglas Mental Health Network and has dealt with a wide variety of special needs issues.

Contact Name
Denise Husa
Address
7700 E. Arapahoe Road
Suite 100
Centennial, CO 80112
County
Arapahoe
Telephone
(303)741-2400
Website
jrphillipslaw.com

King Financial Planning & Management, LLC.

We provide comprehensive financial planning to clients who desire professional advice while minimizing investment expense. We have a fiduciary relationship with clients, and are compensated on an hourly basis. We believe that this structure enables us to be as objective as possible in evaluating a client’s situation and providing advice. We are committed to doing what is best for our clients, rather than selling them products.

We believe that the root of financial success lies in understanding your life’s goals, then structuring your finances to achieve those goals. We strive to help our clients identify what is truly important to them in life, and then develop a plan that incorporates their goals.

Contact Name
Steven King
Address
1755 Telstar Drive
Suite 300
Colorado Springs, CO 80920
County
El Paso
Telephone
719-302-1088
Email
steve@kingfinancialplanning.com
Website
kingfinancialplanning.com/

Lehman Disability Planning

I help families plan for the present and future needs of their child with disabilities.

I also help families remember planning is about the entire family, not just one family member. Every person in your family has present and future needs and all deserve consideration in planning.

I offer coaching and consulting services, from review and advice on accessible services for quality of life now and for the future, to helping you define your long-term vision and, of equal importance, to supporting you in completing instructions for clarity in your absence.

Because three domains impact your family’s journey, Disability Benefits, Financial Management and Planning and Legal documentation to ensure protection of your assets and your children, I work with financial advisors and specializing attorneys. If you only have one of these territories covered or they are not coordinated, you do not have a fully considered life care plan for your child.

Quality of life planning and funding encompasses many areas of concern for your children including independence, financial well-being, social and recreational opportunities, housing, education and employment.

Because families are often continually overwhelmed by the responsibilities of the present moment, developing a comprehensive future plan habitually is relegated to a perpetual "to do" list.

I will assemble your team to move your family’s planning from your “to do” list to “DONE!”

Because of my own experience with a medically fragile and developmentally disabled child, I became a statewide leader for change. Working within the Colorado early intervention system, private and public health insurance industries, and disability initiatives and medical practices, I successfully:
- Spearheaded 14 CO statutes to improve the quality of life for people with disabilities and their families,
- Served as Executive Director for the Autism Society of CO
- Chaired the CO Autism Commission and the CO Division of Insurance Consumer Council

Now I share the wisdom I gained on my journey with parents and guardians of children with special needs who are also determined to build a brighter future for their loved ones.

Contact Name
Betty Lehman
Address
Metro
Denver
, CO
County
Denver
Telephone
303.898.7656
Email
betty@lehmandp.com
Website
lehmandp.com/

Loan Simple Inc.

Sometimes disabled persons can live independently but do not have the financial means to qualify for a home purchase on their own; however, both Fannie Mae and Freddie Mac offer programs addressing precisely this circumstance. These programs are designed to allow qualifying family members to purchase a home for their disabled loved ones.

As a Mortgage Specialist, I offer a free consultation to those who would like to learn more about how such programs work. Please contact me to learn more.

Daniel McGregor NMLS #235061
Loan Simple, Inc. NMLS #3032 - (866) 467-3157

Contact Name
Daniel McGregor
Address
9635 Maroon Circle
Suite 100
Englewood, CO 80112
County
Arapahoe
Telephone
(303) 863-1953
(303) 565-2649
Email
dmcgregor@loansimple.com
Website
loansimple.com/lo/dan-mcgregor
Other Notes
Sliding Scale

Special Needs Trust Network (SNTN)

The Special Needs Trust Network provides financial oversight and guidance to people living with a diverse array of disabilities. Our long-range planning strategies, specialized trust management services, and tireless community advocacy provide our clients with increased quality of life, compassionate individualized care management, and responsible use of beneficiary funds, regardless of the amount.

Contact Name
Rita Blackwood
Address
501 S Cherry Street
11th floor
Denver, CO 80209
County
Denver
Telephone
(303)331-4420
Email
rblackwood@sntnetwork.org
Website
sntnetwork.org

ViCare Solutions, LLC

At ViCare Solutions, LLC, we help older adults, age 65+ plan for the cost of long-term care needs and preserve assets, and not lose your entire life savings. We want you to avoid the devasting and emotional stress that occurs when facing a long-term care illness. Services include Elder Law, Asset Protection, Medicaid and VA Benefits, Care Navigation and Real Estate Services.
We service the entire Denver Metro Area and offer a free in-home consultation. Call us to learn how we can help you.

Address
1099 Gilbert Street
Boulder, CO 80302
County
Boulder
Telephone
303-907-0102
Email
teri@vicaresolutions.com
Website
vicaresolutions.com