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Joel P. Dettwiler

Special Care Planner, Financial Planner, Investment Advisor Representative

ChSNC™

Biography

My mission is to help families plan for the future of their dependents with special needs by providing education and possible financial solutions, which can help maintain a lifetime of quality care. As a Special Care Planner, I help families:

  • Gain a greater understanding of government benefits
  • Understand some of the techniques available to help preserve government benefit eligibility for SSI and Medicaid
  • Understand financial issues in special needs planning, including funding special needs trusts
  • Understand the benefits of a Letter of Intent
  • Learn about the role of a guardian and conservator with respect to their special needs dependent
  • Determine how much money is needed to fund a lifetime of quality care

Education

UW-Platteville, UW-Madison, The American College of Financial Services

Community Involvement

Disability Action Network (DAN), Rotary International

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Estate Planning
  • Financial Education
  • Special Needs (ChSNC Required)
  • Military
  • Retirement Income Planning
  • Risk Management Strategies

Languages

  • English

Set-up an Appointment

CRN201912-180567

Check the background of this investment professional on FINRA's BrokerCheck