Our Focus

Your Legacy of Care

We're focused on helping our clients plan for the protection and care of their special needs family member today, tomorrow, and for the years to come.

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Our Services

Advice & Strategies

We provide expert guidance with investments, estate planning, tax strategies and wealth protection to families with special needs children.

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Our Advisors

Who We Are

We invite you to learn more about our background and experience, and welcome you to sit down with us for a meeting to get to know us in person.

Learn about our advisors

Your Legacy of Care

Almost a third of families in the United States have at least one family member with a disability.

We provide personalized strategies that take into account all aspects of your financial life and offer guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future.

In order to help you maximize your potential for success in all areas of your financial life, we take a comprehensive approach. We focus on trying to enhance the security of our clients’ accumulated wealth during their lifetime and beyond.

As independent advisors we act as valued partners who can help tie your investment plan to your overall life plan. Not only can we provide you with guidance, counseling, monitoring and discipline, we can be a valued catalyst to encourage you to plan ahead for the expected... and unexpected. We work as your partner, providing you with counsel on an ongoing basis.

Above all, we are committed to helping our clients make smart decisions about their wealth so that it can do as much good as possible for those you care most about.

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In the News

Donald Bailey is interviewed by Leyla Gulen of Fox 24 News. Click here to watch the interview and read the article titled "Cracking the Code on Finances and Sustainable Special Needs Care Plans".

The book Your Legacy of Care is reviewed by Lauren Sausser of The Post and Courier. Click here to read the review titled "Parenting: Making long-term plans for a special-needs child".

Donald Bailey is interviewed by South Carolina Public Radio. Click here to listen to the interview titled "Services are Available for Autism and other Special Needs, but Planning is Crucial".

Click here to watch Donald Bailey sharing the principles of Your Legacy of Care.

Donald Bailey is interviewed by A-Speakers. Click here to read the interview.



Please take my short survey, if you have read my book Your Legacy of Care.