Listing Category
Summary
Carrie Schmidt at Equanimity Wealth Planning and Investments does financial planning for families with special needs, ABLE education and establishment, and special needs trust funding.
Description of Services
Financial planning for families with Special Needs, ABLE Education and establishment, Special Needs Trust funding.
Phone
Email
Address
406 Science Drive Suite 310, Madison, WI 53711
Ages Served
Adults
Funding Sources
Private Pay
Location by County/County(ies) served
Dane