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You are here: Home > Money > FinancialPlanning


Arlington Heritage Group
(by iqfollow) Our mission is to provide financial services at a low cost to meet the financial planning goals of individuals with special needs and those who care for them. Our special needs pooled trusts provide mechanisms for developing sound financial plans that aid in achieving happier lives for those with special needs.

Arlington Heritage Group – Why Arlington
(by iqfollow) Arlington Heritage Group, Inc. serves the interests of both families and agencies caring for individuals with special needs. We have a low cost alternative to customized special needs trusts and other irrevocable trust instruments for families.

Arlington Heritage Group –Special Needs Pooled Trusts
(by iqfollow) Arlington Heritage Group's Special Needs Pooled Trust Prototype meets all federal and state requirements. Any non-profit organization may establish its own Special Needs Pooled Trust under the Arlington Heritage Group Prototype Pooled Trust.

Barbara Rowens Financial Advisor
(by barbararowensinancial) To provide my clients with a full range of support, I have built quality relationships with talented professionals in fields complementary to my own, such as attorneys, CPAs and family therapists. If you are in need of any of these services, please ask me for a referral.

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