Private Services

Who We Serve

We work with people who have a wide range of disabilities, from developmental to physical disabilities or mental illness. Coordinating the many services involved in the person's daily life, such as residential, medical, financial and vocational, we are focused on serving the needs of each individual. We excel in working with:

Clients and Families
Trustees and Bank Trust Departments
Attorneys and Other Professionals

PRIVATE CASE MANAGEMENT

Long-Term/Ongoing

We are committed to establishing long term relationships with individuals to secure quality care, services and support throughout their lifetime. We draw on years of experience and our strong connections in the community to assist clients in developing a comprehensive plan for their care. These plans are implemented by linking people with quality providers and resources throughout Colorado. We are also well versed in Supplemental Needs Trusts (SNT's) and will work collaboratively with the beneficiary; their family members; trustee and trust departments; service providers; attorneys and others to meet their needs while maintaining their eligibility for public benefits and improving their quality of life.

Short-Term/Assessment and Planning

1. Benefits Analysis - Through evaluating your loved one with a disability, we can assist you in navigating public benefits and exploring the person's eligibility for other services.

2. As Part of the Court Process - Our Assessment and Planning can help the court decide how to best meet the needs of your child or loved one with a disability through evaluating the individual. They then will recommend funding needed and services available.

3. Planning for Future Needs - We recognize that financial and estate planning for the needs of children is extremely important. Parents of children or adult children with disabilities face even more challenges. The special needs of the child must be planned for with extra care while keeping in mind their eligibility and potential need for public benefits and services in the future. We can help connect you to other professionals in the area of financial and estate planning who are committed to the needs of people with disabilities.

Respite/Referral

Our Case Manager can help you find service providers you or your family member will need for ongoing support in your home or in the community for short-term respite care. You will benefit from our many years of experience in networking with service providers.

Funds Management

We have years of experience in trust fund management and can assist a trustee in assessing the needs of the beneficiary while making disbursements from their trust or other accounts.

CONSERVATORSHIPS

CFPD excels as a conservator in cases involving people with disabilities, the elderly or other individuals who need a long-term relationship. Our expertise in fund investment and management, coupled with our Assessment and Planning for individuals gives us a unique advantage in serving as conservator.

TRUST ADVISORY SERVICES

CFPD works with trustees and bank trust departments to make recommendations related to the SNT. In this case, the trustee/bank can focus on investments and we use our expertise to help maintain the beneficiary's public benefits such as SSI and Medicaid. We can also assist a family member who wants to act as trustee by advising them on an as needed basis.

REPRESENTATIVE PAYEE

CFPD will manage the Social Security check or other income as Representative Payee for CFPD Beneficiaries and Private Services clients.

PRIVATE TRUST GROUP

Separate and distinct from a Pooled Trust, with a Private Trust Group, clients have the opportunity to partner with investment managers, trust officers, private bankers and wealth advisors as part of their financial team, while continuing to work with their attorney, CPA and other financial professionals. We partner with American National Bank (ANB) to offer trust administration services for Individual Supplemental Needs Trusts. This unique partnership helps us provide the utmost in quality trust services and wealth management planning for our clients. We offer case management alongside the Wealth Management Group at ANB who offers a comprehensive wealth planning and investment services model for our SNT clients. Trust Services, Private Asset Management, Private Banking and Wealth Advisory Services are combined to provide a powerful team with the tools to assist beneficiaries of the Private Trust Group. ANB's professionals have the capability, knowledge and experience to address the complexities and liabilities involved with the proper administration of Supplemental Needs in a unique and unparalleled way.

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