Broker Check
TJ Kroehle, AIF

TJ Kroehle, AIF

Principal, Life & Estate Planner, Life Planner

TJ Has been working with Families of Special Needs since he was age 16. TJ and Tracey are parenting Lauren, a person of Special Needs.

Life planning is a partnership built on trust and integrity. Although this is always important, it is especially vital to families with special needs. Thomas P. Kroehle, Jr., TJ as he is known, is an independent life planner, who works with families with special needs. He understands the importance of developing a strategic, long-term life plan that takes into consideration their very unique circumstances. His philosophy centers on the cornerstone of the strength of the family unit.

TJ helps clients understand their need to develop the appropriate wills and trusts. He helps them see the need for a "Letter of Intent" which defines their special needs person's hopes, dreams and desires through a lifetime strategy. He is knowledgeable in government programs that aid special needs families, and he coaches families in how to obtain government aid, such as SSI. More importantly he helps the family understand how to maintain those government programs throughout their loved one's lifetime.

Life Planning for Families of Special Needs is a non-profit group created by TJ to specialize in assisting individuals with disabilities and their families. TJ frequently speaks to state and local groups such as ARC, Life Path, Down Syndrome Guilds, Autism Societies, Region X and XI, various ISD's and other similar organizations.

Whether it is insurance and estate planning, a secure retirement, or leaving a legacy, every person, family and situation is unique and requires customized and highly personalized solutions.