Michael Green, CFP® Three Twenty One Financial Outfitters
- Virtual, Cincinnati, OH 45227
- (513) 655-8831
- https://www.threetwentyone.co/
About Michael Green, CFP®
In 2019, Michael and his wife Emily welcomed their first child, Luca into the world and were surprised to discover that he has Down Syndrome. Suddenly all of the careful planning and preparation that they had been doing, buying a house in a competitive school district and working towards Financial Independence, went out the window as they were faced with a very new and foreign set of challenges.
As a CERTIFIED FINANCIAL PLANNER™ professional who worked with a few clients who had loved ones with special needs, Michael knew some of the basics on the financial planning front. He worked with his estate planning attorney to execute new estate planning documents included a Special Needs Trust and reevaluated life insurance coverage as now they were planning on caring for Luca beyond the typical college age. But that was only the tip of the iceberg when it comes to the world of special needs planning.
After diving into the complexities of Medicaid Waivers, Social Security and state benefits, ABLE Accounts, Letters of Intent, and much more, it became obvious that there was not a consolidated resource for families in the special needs community to find important information pertaining to their financial futures. Three Twenty One was created to fill this need and work with families across the country who have a loved one with special needs to help them live their best lives and have peace of mind that their loved one will be taken care of no matter what.
Read Michael’s blog here: https://www.threetwentyone.co/community
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Gen Y/Millennials
- Parents
- Special Needs
- Young Families
Ways Advisor Charges
- Quarterly Fee
Fee Options
- Quarterly Fee: $1500+/qtr
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
