Special Needs Families

At Tindon Wealth & Health, we believe retirement should be a time of confidence, security, and fulfillment. As a trusted partner in your financial journey, we offer comprehensive retirement planning and asset management services designed to provide clarity and peace of mind—so you can enjoy the retirement you’ve worked so hard to build.
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Special Needs Families

Retirement Planning Is Different When You're Caring for a Special Needs Adult

When you’re the parent or guardian of an adult with disabilities, retirement isn’t just about you. There are more moving parts—federal programs like SSDI and Medicare, state-specific options like Medicaid Waivers and Shared Living—and often not enough clear guidance on how it all fits together.

family

We know this because this is our family, too.

Andrew Henward, our in-house Investment Adviser Representative and National Social Security Adviser, specializes in helping families like ours plan for a retirement that works—for everyone involved. As the primary caretaker for his sister-in-law with Cerebral Palsy, Autism, and Epilepsy, he deeply understands the unique challenges families face, including:

  • Can my child draw Social Security under my work record?
    (Short answer, yes if they were disabled before age 22 and you’ve started claiming your benefit.)
  • Should I take Social Security early to help trigger their SSDI?
  • What changes when my child goes from SSI to SSDI?
  • Can my child get Medicare even if they’ve never worked?
  • What state-specific programs could support them and can I be paid as their caregiver?
  • How do I protect my nest egg from being spent down if I pass first?
  • How should I invest in retirement to protect against inflation and market volatility without taking on unnecessary risk?

You don’t need generic advice from someone who doesn’t understand your situation. You need real-world strategies from someone who’s lived it.
Schedule a free, no-obligation call with Andrew and let’s explore how we can help your entire family thrive now and for years to come.

A Personalized Approach to Wealth

At Tindon Wealth & Health, we understand that financial security is deeply connected to overall well-being. That’s why we take a personalized, strategic approach to managing your wealth—so you can retire with confidence.

Start Planning Today

Whether you’re approaching retirement or already enjoying it, having a solid plan in place is essential. Schedule a consultation today to learn how we can help you protect your wealth and achieve your ideal retirement.

Take control of your financial future with tailored retirement planning and asset management. We work closely with you to understand your goals and create a personalized strategy to grow and protect your assets. Our approach balances growth with protection, helping you navigate market changes and maintain long-term financial stability. Let us help you build a secure foundation for a comfortable and confident retirement.

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Disclosure:
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

This is not endorsed by the U.S. government or associated with any federal Medicare program. This is not endorsed or affiliated with the Social Security Administration or any U.S. government agency.

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