Our resource library features three main sections offering a vast selection of educational videos and articles created specifically for our client families. Here you can learn about a wide range of topics including special needs trusts, guardianship, government benefits, and everything that goes into creating a special needs plan tailored to your unique goals. Access is always free some come back as often as you’d like and feel free to share with other friends and family.
Our online library of informative and educational videos and webinars includes a special FAQ section where you can can quick, instant answers to many of our most often asked questions. These were produced specifically for our client families and cover a wide range of topics so that you can watch and learn as often as you wish. If you don't see what you need here, please let us know how we can assist your further.
Here you will find a collection of articles written by Ryan Platt and published in Exceptional Needs Today and Autism Parenting magazines. You'll also get access to our free Financial Planning Tool Kit, information on ABLE accounts and be able to download a free copy of "The Family Advocate," our free guidebook to special needs planning.
When a child with special needs reaches the age of 18, many, many changes come about. When we think of transitioning to adulthood, we are focused on the ages of 17-24 and here you will find a starting point regarding issues to consider and options that are available. You'll also meet Margaret Gaffney, our Transition Coordinator and Government Benefit Specialist.
101 N. McDowell Street
Suite 120
Charlotte, NC 28204
704-326-7910
Fax: 980-237-9567
info@aspecialneedsplan.com
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory Office: 4350 Congress St., Suite 300, Charlotte, NC 28209, (704) 557-9600. A Special Needs Plan, MML Investors Services, LLC, nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney, legal or tax counsel for advice on specific legal and tax matters.
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