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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.

  • Develop a Life Plan for the individual with special needs
  • Identify gaps between personal benefits and government benefits
  • Review your financial means and expenses
  • Develop investment, insurance and tax strategies to fill those gaps
  • Work with attorneys to implement a special needs trust
  • Plan for a comfortable retirement for you and your family member
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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.

We will spend a considerable amount of time up front gathering information and understanding the goals you have for you, your family and your loved one with special needs.

Collaborating with your team of professionals to develop a Life Plan is imperative to build a comprehensive plan for two generations.  We will work with you to provide connections, support and resources.

Let's get the conversation started.

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

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

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

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

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Contact us to start the conversation about a LifePlan.

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