About Us

A Special Needs Plan™ is a special needs planning advisory firm founded to serve special needs families who often struggle with the worry that comes with planning for the future care and financial well-being of their loved ones. It is not unusual for our clients to feel overwhelmed by the complexity of coordinating all the necessary legal, financial, governmental benefits, communication & tax strategies they find themselves immersed in. We are here to put an end to the worry and frustration often felt over the lack of professionals with the proper expertise and experience to help.