Kacy Seitz
Receiving a life-changing diagnosis for your child - no matter when it arrives - changes your trajectory in unimaginable ways. In 2010 Kacy Seitz’s daughter Hudsyn was born with complex medical needs, and so began Kacy and her husband’s search to find answers to the million questions swimming in their minds.
If something happens to me, what will happen to my child? Am I leveraging everything available to ensure my child is in the best situation possible?
What can MY life look like – will I retire? What about the dreams I had?
After meeting with financial advisors, they realized the advisors didn't understand the complexity of their family's unique situation and weren't able to provide them with the answers they needed.
Kacy found herself underwhelmed by the lack of options and overwhelmed by the questions left unanswered. They desperately wanted help that would consider all the puzzle pieces and involve their daughter's entire team, so that they could work together to find the best solution. After three years of searching, it was clear she needed to be the change she wished to see. In 2013, she created her wealth management practice devoted to serving Special Needs families.
Kacy has carefully curated a team of exceptional individuals comprised of parents, caregivers, and advocates in their community to ensure that their client’s needs are met with care, compassion, and clarity. Driven by the desire to make a lasting impact, she personally trains and mentors other financial professionals in this nuanced and sophisticated planning specialty. Her practice has since grown to serve over 400 special needs families nationwide, embodying an unwavering commitment to providing holistic and personalized financial solutions to those navigating the complexities of caring for a long-term dependent.
