Albility Planning is a fee-only financial planning practice focused on helping individuals with disabilities and their families prepare for a secure future. Based in Utah, the firm offers virtual planning and serves families across the United States, subject to applicable advisory regulations. Its services bring together financial, benefits, estate, and family support planning, with guidance tailored to each family’s needs.

Albility helps clients understand and coordinate public benefits, including SSI, SSDI, Medicaid, Medicare, and state waiver programs. Financial planning addresses both caregivers’ working years and retirement and the lifelong needs of a loved one with a disability. Investment strategy may include guidance on diversification, costs, taxes, and risk. Estate planning support covers decision-making arrangements, healthcare directives, powers of attorney, wills, trusts, special needs trusts, asset protection, and beneficiary designations. Families can also plan for care teams, guardians, trustees, housing, emergencies, and future routines through practical tools such as family meetings and letters of intent.