LightedWay Advisory Services, Inc. is a mission-driven organization committed to providing compassionate and personalized financial guidance tailored specifically to individuals and families in need of social and disability support. With a strong focus on people with disabilities or those facing aging-related financial planning challenges, the firm offers fiduciary advisory services grounded in trust, empathy, and transparency. LightedWay stands out by integrating financial expertise with a deep understanding of life-care planning, public benefit programs, and guardianship support to serve vulnerable populations.

The organization frequently collaborates with families, trustees, attorneys, and social service providers to ensure clients receive integrated care and long-term financial stability. Their niche expertise in Special Needs Trusts (SNTs), benefits counseling, and supportive decision-making strategies positions them as a vital resource for families navigating complex public systems. LightedWay is also notable for its educational outreach, offering workshops and consultations focused on planning for individuals with special needs.

As a Certified Financial Planner™ and National Certified Guardian, the firm’s leadership ensures services adhere to the highest ethical and professional standards. Their dedication to clarity, independence, and advocacy reflects a deep commitment to social service values and community well-being.

Key Services:

– Financial planning and advisory for individuals with disabilities and their families
– Special Needs Trust (SNT) consultation and planning
– Guardianship and fiduciary support services
– Public benefits analysis and coordination (e.g., Medicaid, SSI/SSD)
– Life-care planning and financial forecasting
– Trustee and family consultation on long-term care planning
– Independent fiduciary and trustee support
– Community education and training on disability-related financial topics