About A Special Needs Plan

A Special Needs Plan™ is a special needs planning advisory firm founded in 2005 to serve all families, especially those with special needs. They 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.

Our team of experienced professionals takes special care in helping and providing excellent service for every one of our client families. Our goal is to remove the worry, stress and anxiety of planning for two lifetimes.