Service Providers

Special Needs Planning Offered By Merrill Lynch
Preparing for the financial security of your child with a disability

The Hartford Group of Merrill Lynch
  • Our team takes a consultative approach where we sit down with a family at a location that is convenient for them and respect their privacy.
  • We take the time to get to know the specifics of the family’s situation and their concerns
  • We take the information confidentially and bring it back to our office to digest and come up with several solutions
  • The solutions completely depend on what the needs of the family are and will never include “Merrill Lynch Product”
  • We are completely agnostic when it comes to product and we only look for “BEST IN CLASS” solutions
  • We want to help and provide guidance in the most cost and tax efficient way possible by building a long term relationship
 
  • PURPOSE
  • We are contacted by numerous people in the special needs community seeking trustworthy and transparent advice.
  • This is a result of the rapidly growing special needs population in correlation with the lack of education and service.
  • People with serious disabilities are living fuller lives than ever expected and families must be able to provide lifetime support to a family member with special needs.
 
  • QUICK FACTS
  • 54 million Americans have disabilities
  • 1 in 10 households has a special needs situation
  • There are 670,000 elderly parents over the age of 60 with an adult special needs child
  • 2,000,000 Americans have Autism à 1.148% growth rate
  • 12,000 spinal cord injuries per year
  • 10,000 new cases of cerebral palsy per year
  • 1,700,000 people who sustain traumatic brain injury per year
  • 80,000 require intensive hospitalization per year
  • Merrill Lynch Highlights
  • Merrill Lynch can only serve as agent to the Trustee
  • Trust Administration Services
  • Bill Payment
  • Principal and Income Accounting
  • Fiduciary Income Tax Preparation
  • Valuation Assistance
  • Fiduciary Investment Management
  • Access to Broadspire Care Management (a special needs management provider at discounted prices)
  • Dedicated support of professional network
Harrison Till, CSNA
Financial Advisor
The Hartford Group
Merrill Lynch
7825 Fay Avenue, Suite 300
La Jolla, CA 92037
NMLS ID: 992244
 
Expertise | Home Remodeling for Disability & Special Needs
Resources for individuals and veterans living with disabilities or special needs, or seniors aging in their home. The world outside is not built to accommodate their needs. This vital resource helps and guides to provide access to the right resource for your loved ones and make their homes livable. Without access to the right resources, creating a comfortable home can be an expensive task. Helping people find Experts!
Call 1 800 769 7769 or email: info@expertise.com

Respite Services for your Child

Family Support Services
Teri Inc.
251 Airport Road
Oceanside, CA. 92058
(760) 721 1706
http://www.teriinc.org/programs-and-services/family-support-services/about.html

YMCA and San Diego Regional Center Respite Centers
Mission Valley
Monday – Friday: 8:00 a.m. – 5:00 p.m.
3333 Camino Del Rio South, #400
San Diego, CA 92108
Tel: 619-521-3055

National City
Monday – Friday:8:00 a.m.-4:30p.m.
2602 Hoover Avenue
National City, CA. 91950
Tel:619-474-4707

Downtown (Stage 1)
Monday – Friday: 8:00 a.m. – 5:00 p.m.
1750 5th Avenue
San Diego, CA 92101
Tel: 619-521-3055

Escondido (Stage 1)
Monday – Friday: 8:00 a.m. – 5:00 p.m.
463 N. Midway Drive, #100
San Diego, CA 92027
Tel: 619-521-3055

Oceanside (Stage 1)
Monday – Friday: 8:00 a.m. – 5:00 p.m.
1310 Union Plaza Court, #200
Oceanside, CA 92054
Tel: 619-521-3055
http://www.crs.ymca.org/programs/special-needs-unit/types-of-programs/regional-center-respite2.html

San Diego Regional Center
OFFICE LOCATIONS & PHONE NUMBERs

MAIN CENTER

4355 Ruffin Rd, Suite 200
San Diego, CA 92123
phone: (858) 576-2996
fax: (858) 576-2873

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NORTH COUNTY

1370 W. San Marcos Blvd, Suite 100
San Marcos, CA 92078
phone: (760) 736-1200
fax: (760) 736-1262

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EAST COUNTY

8760 Cuyamaca St, Suite 100
Santee, CA 92071
phone: (619) 596-1000
fax: (619) 596-1098

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SOUTH BAY

2727 Hoover Avenue, Ste. 100
National City, CA 91950
phone: (619) 336-6600
fax: (619) 477-6248

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IMPERIAL COUNTY

512 West Aten Road
Imperial, CA 92251
phone: (760) 355-8383
fax: (760) 355-0739

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http://sdrc.org/contact/

Hair Salon
Thairapy
Amy Mullins – Hill (Founder/Stylist)
3405 Kenyon Street, Suite 112
San Diego, CA. 9221-
tel: 619 241 2273
mobile: 201 710 4597
http://www.thairapyhairsalon.com