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.
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.
Special Needs Planning
Comprehensive Financial Planning
Small Business Planning
What is a Special Needs Plan?
It's a Road Map
It's a Decision to Take Action
It's Accepting Guidance and Support
It's a Place Where You Are No Longer Alone
What is a Special Needs Plan?
It's a Road Map
It's a Decision to Take Action
It's Accepting Guidance and Support
It's a Place Where You Are No Longer Alone
Meet Our Team
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.
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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.