SPECIAL SERVICE DVB

Special Needs Family Planning Services

FREE: 10-minute video guide that answers your question: “"What will happen to my child when I’m no longer able to care for them?"

In this video guide from Independence & Beyond, you'll learn:

How to create a financial and legal timeline for your child’s future.

The importance of government benefits and special needs trusts.

How to plan for long-term stability and independence for your child.

Build confidence for your future.

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Discover how to prepare for, and protect your child’s future, even when you are no longer able to care for them.

FREE STEP-BY-STEP VIDEO GUIDE: This is a comprehensive planning video guide, presented by DVB Financial for families with Special Needs.

How Can We Help You Take Control Today?

We partner with families who want to live their desired current lifestyle while helping to ensure the physical and financial well-being of their child with special needs. Gain clarity in the long-term with a plan for you and your child.

Kimberley Kuczawa, our SPN Family Coordinator, and Jason Velencia, DVB Financial Partner, will work with you and your family from initial consultation to far beyond the completion of foundational planning. DVB Financial strives to provide stability in your life as a core member of your family’s financial planning team now and well into the future.

Your Planning Process

Plan For Your Family

We help you set goals and identify resources to build a strong foundation for your family’s future, addressing potential challenges along the way.

Your Child's Special Needs Plan

We create a personalized lifetime plan to help your child access essential resources like education, employment, and community support.

A Life Beyond You

We guide you in preparing for your child’s future care, building a support team and creating a Letter of Intent to fulfill your wishes.

Ongoing Support

We provide continuous advocacy, connecting you with resources and professionals to support a fulfilling, independent future for your loved one.

Compassion with Dignity

Rest easy knowing your loved one is in caring hands while preserving his dignity and independence. We’re with you every step of the way offering continuous assistance and guidance throughout the journey.

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Meet your Wealth Advisor & Partner: JasonVelencia, CFP®

7+

Years as Certified Financial Planner™

1000+

Satisfied Clients

Jason Velencia

DVB Partner & Wealth Advisor

Jason is a Partner at DVB Financial, overseeing financial planning and wealth management. As a Marine Veteran, Jason values selfless service and community support. He strives to deliver an exceptional client experience for every family at DVB Financial.

As a Marine Veteran who served in Operation Enduring Freedom, Jason understands the meaning of selfless service and the importance of teamwork in accomplishing the mission. He is committed to providing a world-class client experience for each family that engages with DVB Financial. This includes partnering with clients to implement strategies across their entire ecosystem.

Following his service in the military, Jason received a Bachelor of Science in Business Administration from the University of Baltimore. He is a CERTIFIED FINANCIAL PLANNER™ professional and considers himself a lifelong learner looking to expand his knowledge base to better serve clients.

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Meet your Special Needs Family Coordinator: Kimberley Kuczawa

20+

Years of Experience

1000+

Satisfied Clients

Kimberley Kuczawa

DVB’s Special Needs Family Coordinator

At the heart of our approach is Kimberley, our Special Needs Family Coordinator.

We at DVB Financial believe in more than just wealth management; we believe in building a future that aligns with your family's dreams and your child's potential. Our financial acumen and Kimberley's insights create a comprehensive offering that encompasses wealth management, transitioning your child to adulthood, and planning for their future.

Prior to joining DVB Financial, Kimberley was a special educator working directly with the children she continues to serve today. This experience was invaluable in her journey, allowing her to understand the educational benefits and different paths each family can pursue. While completing her Bachelor of Science in Elementary Education & Special Education at University of East Stroudsburg, Kimberley served as a mentor in the Career, Independent Living, and Learning Studies (CILLS) program which allows people with disabilities to experience college independence. Kimberley mentored participants in budgeting, schoolwork, and lifestyle activities like cooking.

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Your family deserves this level of care & planning.

Enter your details below NOW to take the first step towards securing a comfortable transition for your child.

Access the FREE 10- minute explainer video that answers your question - “How can we prepare for and protect our child’s future, even when we are no longer able to care for them?”

Here's the best part: it's all complimentary, and you are under no obligation or commitment to take any further steps!

LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial. This information is intended to be general in nature and is not personal financial product advice. It does not take into account your objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant product disclosure statement (PDS) or other offer document prior to making an investment decision in relation to a financial product (including a decision about whether to acquire or continue to hold). We do not provide tax, legal or accounting advice. We encourage you to consult your own tax, legal and accounting advisers before engaging into any transactions.

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