Kevin McAvoy has empowered Team M3 with his knowledge and expertise in special needs plannning for families and individuals. Kevin is a designated Special Care Planner who designs, implements and manages life care plans for people with disabilities and their families that integrate and coordinate legal, financial, insurance, investments, tax management and benefit strategies customized to each family’s unique situation.

Kevin follows a disciplined, strategic process which results in a detailed game plan that addresses retirement savings and income generation needs as well as creating a financial safety net for the dependent while protecting benefits. Kevin also integrates your other trusted advisors including your attorney, accountant, and service organizations to make sure that all aspects of your plan are working together to achieve your objectives. Kevin gives each family the information and knowledge they need to understand the components of their plan and make informed decisions with confidence. The goal is to provide the peace of mind that you have made well-thought-out strategic financial moves so you can focus on your other priorities.