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A Special Needs Plan™ is a nationwide planning advisory firm founded to serve families with special needs and who often struggle with the worry that comes with planning for the future care and financial well-being of their loved ones.

The complexity of coordinating legal and financial considerations along with communication plans, tax strategies and governmental benefits can be overwhelming.

We are here to put an end to all the frustrations and fears with an expert team of experienced professional. Please let us know how we can serve your family.

Contact Us
View Our Customer Relationship Summary

A Special Needs Plan™ is a nationwide planning advisory firm founded to serve families with special needs and who often struggle with the worry that comes with planning for the future care and financial well-being of their loved ones.

The complexity of coordinating legal and financial considerations along with communication plans, tax strategies and governmental benefits can be overwhelming.

We are here to put an end to all the frustrations and fears with an expert team of experienced professional. Please let us know how we can serve your family.

Contact Us
View Our Customer Relationship Summary

Special Needs Planning

For our families with special needs, we not only plan for the lifetime of an individual with a disability, we help parents plan for retirement, college financing, weddings, home purchases, and adequate insurance coverage. Our special Transition Planning Service offers guidance with key decisions and specific action steps as your child transitions to adult life.
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Comprehensive Financial Planning

Not all of the families we work with have a loved one with special needs. The knowledge we have gained in the complex world of special needs planning – including estate planning, tax planning, financial planning, government benefit planning, and legal documents – has allowed us to become that much more effective with every family we serve.
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Small Business Planning

Shortly after we began serving families with special needs, we discovered that many of our families also owned small businesses and were looking for guidance. We quickly expanded our team and service model to include experts in helping small business owners and ensuring their business plans aligned appropriately with their personal goals.
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What is a Special Needs Plan?

It's a Road Map

Your journey will be focused, multi-generational and ongoing. We are here to help build the plan that’s right for your family. It’s a plan built on truth and authenticity. It’s the loving guidance necessary for you to secure the future of those you love.
Get in Touch

It's a Decision to Take Action

Planning for the future is not easy. It is the ultimate commitment to those you love, therefore it takes time and energy. It’s a challenge and it’s also a discipline: A challenge to do the hard things others won’t do, and the discipline to stay the course over two lifetimes.
Get in Touch

It's Accepting Guidance and Support

Our families often come to us overwhelmed – tired of the fruitless search for answers and frustrated with trying to go it alone. They are receptive to guidance and eager for support. If this sounds familiar, and you're ready for a new path of success, then let’s have a discussion and talk about what happens next.
Get in Touch

It's a Place Where You Are No Longer Alone

There’s no reason you have to do this alone. Here you’ll find specialized, expert guidance from a team that is caring, attentive and thoughtful. We are here for one reason – to help you protect the future of your family. We will always have your back.
Get in Touch

What is a Special Needs Plan?

It's a Road Map

Your journey will be focused, multi-generational and ongoing. We are here to help build the plan that’s right for your family. It’s a plan built on truth and authenticity. It’s the loving guidance necessary for you to secure the future of those you love.
Get in Touch

It's a Decision to Take Action

Planning for the future is not easy. It is the ultimate commitment to those you love, therefore it takes time and energy. It’s a challenge and it’s also a discipline: A challenge to do the hard things others won’t do, and the discipline to stay the course over two lifetimes.
Get in Touch

It's Accepting Guidance and Support

Our families often come to us overwhelmed – tired of the fruitless search for answers and frustrated with trying to go it alone. They are receptive to guidance and eager for support. If this sounds familiar, and you're ready for a new path of success, then let’s have a discussion and talk about what happens next.
Get in Touch

It's a Place Where You Are No Longer Alone

There’s no reason you have to do this alone. Here you’ll find specialized, expert guidance from a team that is caring, attentive and thoughtful. We are here for one reason – to help you protect the future of your family. We will always have your back.
Get in Touch

Meet Our Team

All Members
HR & Accounts
Sales & Marketing
IT Support
Amber Licari
Director of Concierge Services
Amber Licari
Andrew Spafford, ChFC®,ChSNC™
Special Needs Planner
Andrew Spafford, ChFC®,ChSNC™
Ryan F. Platt, MBA, ChFC®, ChSNC™, CFBS
CEO, Founder
Ryan F. Platt, MBA, ChFC®, ChSNC™, CFBS
Hampton Hodge
Planner
Hampton Hodge
David Cove, CFP
Planner
David Cove, CFP
Margaret Gaffney
Transition & Government Benefit Specialist
Margaret Gaffney
Daniel Snow
Business Manager
Daniel Snow
Kyra Wilson
Planning Associate
Kyra Wilson
Michael Burns
Planning Associate
Michael Burns
Lou Galletto, Jr., AIF®
Dir. Wealth Management
Lou Galletto, Jr., AIF®
Jason R. Goldy, CFP®, ChFC®, CFBS
Business Planning Specialist
Jason R. Goldy, CFP®, ChFC®, CFBS
Neville Fearing, AIF®, CFBS
Corporate Retirement Plan Specialist
Neville Fearing, AIF®, CFBS

Some of the many companies and organizations we have collaborated with over the years.

A Free Guidebook for You

Just to say thanks for stopping by our website, we’d like to offer you a free copy of The Family Advocate: A Guidebook to Special Needs Planning. This special booklet is designed to educate families on exactly what they need to do to secure the future of their loved ones. 

Free Download

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From time to time, we share info on services, benefits, programs, workshops, free seminars and other events, plus helpful tips from team members. If you’d like to receive our free Newsletter, please sign up below.

 

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Charlotte Office

101 N. McDowell Street
Suite 120
Charlotte, NC 28204

Raleigh Office

4000 Westchase Blvd.
Suite 400
Raleigh, NC 27607

Call Us

704-326-7910
Fax: 980-237-9567

eMail Us

info@aspecialneedsplan.com

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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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