Prosperity Life Planning-SN
Address
4673 Brady Boulevard
Delray Beach, FL 33445
(561) 638-6945
AKA:
Prosperity Life Planning SN
Description:
Provides assistance to parents of children and adults with special needs to preserve benefits eligibility, develop family support systems, reduce taxes if possible, and work with the family and area attorneys, benefits consultants, tax and investment professionals to create and maintain support for the family member.
Is Shelter?
No
Date of Official Change:
January 24, 2023
Geographies Served
Serves All Areas
Address Listings
Physical (Primary)
4673 Brady Boulevard
Delray Beach, FL 33445
Mailing
4673 Brady Blvd
Delray Beach, FL 33445
Contacts
Karen F. Greenberg
Phone Numbers
MAIN SITE PHONE
(561) 638-6945
Fax
(561) 865-3676
Services
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Description
Provides assistance to parents of children and adults with special needs to preserve benefits eligibility, develop family support systems, reduce taxes if possible, and work with the family and area attorneys, benefits consultants, tax and investment professionals to create and maintain support for the family member.
Hours
Monday-Friday / 10 am-5 pm
Required Documents
Basic information on existing legal documents, insurance and financial resources.
Eligibility
Contact agency.
Fees
$400 fee may be tax deductible for advocacy services if retained. This includes two years tax returns for the special needs trust.
Intake Procedure
Contact by phone for appointment.
Languages
English.
Offered Outside of Physical Location
Yes
Service Area
All Areas
Geography Served
If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.
Serves all areas
Contact
Telephone Numbers
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