TS Prosperity Group employee receives Chartered Special Needs Consultant® designation
Matt Riley, Fiduciary Officer and Vice President at TS Prosperity Group, recently received the Chartered Special Needs Consultant (ChSNC®) designation, which further assists families with loved ones who have special needs through complex financial decisions and benefits. Lifetime planning, legal and financial issues, and holistic caring for those with special needs are the main aspects of this designation.
Other investment designations may have a hyper-focus on financial planning components, while the ChSNC® encompasses a more robust approach in assisting those with special needs. ChSNC® designees are better prepared to serve the cohort of Americans living with some form of disability or special need through a dynamic understanding of disability law, life insurance, special needs trusts, the ABLE Act, government benefits, estate planning and more.
“Knowing far too many families that have been provided the wrong advice around government benefits and setting up a proper holistic plan motivated me to seek this designation,” said Matt. “Families now have a contact who can provide them proper advice and can feel prepared for everything life brings them. I love helping families work through every financial aspect of their lives and growing a relationship with each one. Having this niche will provide more meaning around my work, and I look forward to helping others in our community.”
Any community member with questions around the topic, including how to safely keep benefits, save money or plan for an estate to provide the best life possible for any family member is encouraged to contact Matt Riley at email@example.com or 844-487-3115 ext. 3257.
At TS Prosperity Group, we IGNITE PROSPERITY® by helping our clients do more with their money. Whether it’s saving a little extra cash each month or accomplishing a long-term strategy, our goal is to help you transform your financial life. Call and schedule an appointment today, one of our team members would love to help you do more with your money at TS Prosperity Group. TS Prosperity Group is based in Council Bluffs, Iowa, with clients across the midwest. For more information visit tsprosperitygroup.com or call 844-487-3115. #igniteprosperity
TS Prosperity Group is a division of TS Bank. Banking products and services provided by TS Bank, Member FDIC.
Investment products offered by TS Prosperity Group are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value.