Houston Matters

Financial Planning for Families with Special Needs Kids

Eddie Goldsberry is a CPA and Beth Owens works with personal trusts at Bank of Texas. What do they both have in common? Well, they’ve tailored their practices to help families with special-needs children. They aim to help families find the right products, services and legal help to facilitate long-term financial planning– something they say not […]

Eddie Goldsberry is a CPA and Beth Owens works with personal trusts at Bank of Texas. What do they both have in common? Well, they’ve tailored their practices to help families with special-needs children.

They aim to help families find the right products, services and legal help to facilitate long-term financial planning– something they say not all families know how to do.

Paige Phelps spoke with them to find out more about the steps families should consider taking if they have special-needs kids, and she found out how they entered this niche practice.

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