Jennifer Torgrude - Financial Advisor, Special Care Planner

My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. My mission is to help families plan for the future of their dependents with special need

s 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
I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. Disclosures: Licensing – Westpoint Financial Group
CRN202507-2637400

I am licensed to sell insurance in Wisconsin

I am licensed to sell securities in Wisconsin

I am a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC. www.SIPC.org. Supervisory address: 10401 Innovation Drive, Suite 125, Wauwatosa, WI 53226 (414) 615-4850