Broker Check
<br/>

Special Needs Planning


From one special needs family to another, one thing we have learned along the way — it’s critical to start planning as soon as possible to minimize the financial implications of caring for a family member with special needs.

We have first-hand knowledge of the challenges and the joys that can come from caring for a love one with special needs. Our planning process was designed through our expertise in wealth management and tax planning and the personal experience of providing for a sibling with an intellectual disability.

Whether you’re just starting your family, or you’ve recently taken guardianship of a loved one,

we can help you navigate the complex, and often costly, world of special needs planning.

Our Multi-Generational Planning Process Includes:

  • Understanding the goals you have for yourself and your special needs family member
  • Developing a Life Plan for the individual with special needs
  • Identifying gaps between personal benefits and government benefits
  • Providing support and resources
  • Reviewing your financial means and expenses
  • Developing investment, insurance and tax strategies to fill those gaps
  • Working with attorneys to implement a special needs trust
  • Planning for a comfortable retirement for you and your family member
  • Meeting periodically to ensure you’re still on track and have the support you and your family need

SpecialNeedsAnswers.com brought to you by The Academy of Special Needs Planners

Learn more

Guide:  10 Costly Mistakes to Avoid When Planning for a Loved One with Special Needs from the Academy of Special Needs Planners

Learn more

Guide:  The Guide to Special Needs Planning brought to you by the Academy of Special Needs Planners

Learn more

Guide:  How to Write a Memorandum of Intent brought to you by the Academy of Special Needs Planners

Learn more

Let’s talk today about how we can help.

Thank you!
Oops!