E-Fund Resources, LLC : Comprehensive Financial Planning Services for Families with Disabilities

Our Story & Mission

Our Story

Since 1991, E-Fund Resources, LLC has provided personalized financial guidance to families and businesses. Our mission is to increase the economic well-being of our clients by offering expert advice with integrity and fairness. We have expanded our reach beyond New York City, serving clients across the United States.

Our Mission

Our Mission is to empower you with the knowledge and tools to make confident financial decisions. We are committed to increase the economic-wellbeing and quality of life for all our clients, with a special focus on those facing unique challenges.

Team Page

Stephen Stewart, DBA candidate, MBA, MPA, EA, CLU®, ChFC®, ChSNC®

Founder & CEO

Stephen has over 30 years of experience in financial and tax fields. He previously served as Tax Auditor for the State of Florida (Department of Revenue) and a Medicaid Compliance Liaison for the State of New York (Office for People with Developmental Disabilities), giving him unique insights into taxation and special needs planning. His extensive credentials, combined with his financial dedication to client success, make him a trusted advisor.

Amelia McKenzie, AS Paralegal Studies

Office manager

With a background in paralegal studies, Amelia brings a high level of organizational skill and attention to detail to the team. As our office manager, she ensures the firm operates smoothly and provides exceptional support to our clients throughout their planning process.

Special Needs Planning

Drafting and funding Special Needs Trusts (SNTs)
ABLE account setup and contribution strategies
Coordinating with Medicaid, SSI, and SSDI

Tax & Legacy Planning

Tax-efficient strategies for caregivers and families
Estate planning and charitable giving
Intergenerational wealth transfer

Settlement & Compensation Planning

Structuring medical malpractice and accident settlements
Preserving public benefits post-compensation
Legal collaboration for compliant trust design

Community Outreach & Education

Workshops for families, schools, and professionals
Resource development for underserved communities
Advocacy for inclusive financial policy reform

Medicaid & Benefits Compliance

OPWDD waiver navigation
Medicaid eligibility audits and appeals
Former NYS Medicaid Liaison insights

This Web site is made available as a service to our clients and others for informational purposes only. These materials and information should not be considered as, or a substitute for, accounting, tax or financial advice. While it is hoped the materials provided here are helpful as background material, it is not warranted either expressly or implied as accurate or complete. You should refrain in taking any action based upon the information provided here until you have received proper counsel.

In addition, you understand that any links to any other web site or services does not constitute endorsement of or warranty of any service, product or information provided on their site(s). These links are provided for convenience only.

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Reproduction of part or all of the contents on this site in any form is prohibited other than for individual use only and it may not be shared with any third party. All content on this site is copyright protected and/or trademarked as appropriate and may not be copied, duplicated or altered in any way.

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