Broker Check

Special Needs Planning

Beyond Financial Preparedness, Let’s Work Toward Peace of Mind

Beyond Financial Preparedness, Let’s Work Toward Peace of Mind

We can work with you and your professional advisors–your banker, accountant or financial services professional, special needs attorney, social workers and health care providers— to help create a life care plan to maintain the quality of life your loved one is accustomed to and deserves.  A life care plan is a coordinated program of future care planning, financial, and legal strategies for individuals with special needs and their families.


As a parent of a child with special needs, there are things you must plan and prepare for that others can’t quite imagine. Your own financial goals are intertwined with the care of your loved one, and you need a trusted partner who understands that.


Learn more


Families that we both serve need our help now more than ever.

 We can help educate families on the all-important planning decisions by offering a variety of free, no obligation educational workshops on various topics. 


Learn more


If you have clients who are caring for a person with special needs—a child, a spouse or a dependent parent—our SpecialCare program can help by providing access to information, specialists, and financial solutions that can help you and your client:

Learn more

Having a proper plan in place can help relieve the stresses of the unexpected tomorrows. 

Together we can help make a difference for future outcomes!

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (972) 348-6385