Certified Estate Planner
Chartered Lifetime Assistance Planner

Organizational Experience:

  • President's Committee for People with Intellectual Disabilities
  • TxDept. MHMRA, Board Advisory Committee
  • Mental Health Association of Houston, President
  • Interagency Council on Autism & PDD
  • The ARC of Greater Houston, Member
  • Philantech Associates Inc., President
  • Autism Society of America, Member
  • Houston Alliance for The Mentally Ill, Member
  • Down Syndrome Association of Houston, Member
  • Houston Association of Insurance & Financial Advisors, President
  • The Parent Connection, Director
  • Texas PASS Network, Chairman 
  • National Alliance/Mentally Ill, Member
  • Village Learning & Achievement Center, Director              
  • Parents as Case Managers, Director

Steve Rhatigan has been in the financial and estate planning profession since 1978. In the early 80's he began working with the special needs community. He was soon a prominent advocate for issues dealing with these individuals and helped build the national organizations "Estate Planning for Persons with Disabilities" and was a founding member of the “National Institute for Life Planning”.  He now devotes as much time as possible to helping families cope with the long term care and finances of their disabled children.

He is a Chartered Lifetime Assistance Planner and a Certified Estate Planner. He speaks nationally to professional groups and parent support groups to educate them on the unique planning needs of this population. He also works closely with many school districts and medical providers to support their unique place in the lives of special needs individuals.  

He is a consultant to many private residential communities serving this population. In Texas his clients are: The Brookwood Community, Marbridge, Breckenridge Village, Methodist Mission Home, Hope Village and The Village at Stony Glen in Kingwood. 

He has served as President of The Mental Health Association of Houston; was appointed to the TX Dept. Mental Health & Mental Retardation Advisory Board; and is a past president of the Houston Association of Insurance and Financial Professionals. In March of 2006, President Bush appointed him to “The President’s Committee for People with Intellectual Disabilities” in Washington DC.

REFERENCES AVAILABLE UPON REQUEST

 
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