What is a trusted advisor?

A trusted advisor is someone you can turn to for help in making important decisions about your future. In the state of Kansas, a trusted advisor is a professional who helps individuals with disabilities and their families develop plans and strategies to ensure financial security and independence in the future. A trusted advisor can help explain how disability planning and special needs trusts work, help an individual with a disability and their family understand government benefits, and recommend professional services that are necessary for successful disability planning. A trusted advisor also helps individuals and their families figure out how to best use assets, such as savings or life insurance benefits, to ensure a secure future. Additionally, a trusted advisor can offer assistance in selecting an appropriate guardian, purchasing the necessary health insurance, applying for government benefits, and finding other resources that are available. A trusted advisor is an important part of disability planning and can be a comforting presence during a very difficult time.

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