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Special Needs Planning

Special Planning for Special People

Our Mission is to help educate families and caregivers of people with special needs about the importance of creating a life care plan to help provide a secure financial future. We are Special Care Planners who have a focus on special needs planning. Preparing for the future of individuals with special needs can be complex and may require specialized planning.

How We Can Help

How We Can Help

As Special Care Planners we can help create a holistic plan that goes beyond typical financial matters. We have received advanced training and information in estate and tax planning concepts, special needs trusts, government programs, and the emotional dynamics of working with people with disabilities and other special needs. We foucs on helping families plan for the financial future of their loved ones with special needs.

We Help Create a Life Care Plan By:

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Education Is Key

We provide a variety of presentations to educate families, organizations and educators at No Cost.