Rivent Partners Inc., formerly known as Upstate Special Needs Planning, is a leading planning organization based in Rochester, New York, dedicated to serving clients across the state. With a focus on relationship-first planning, they provide tailored financial strategies for families, individuals, and small business owners, specializing in estate planning, trust funding, and retirement design.

In addition to financial planning, Rivent Partners Inc. is recognized for its expertise in disability planning, offering sustainable life care strategies for families with loved ones who have disabilities. Their services include benefits navigation and housing strategies, ensuring comprehensive support for families when primary caregivers are no longer available.

Generated from the website