Special Needs Planning

No one person’s needs are the same as another. But financial professionals need a special skill set to properly support families who have a loved one with special needs.

Our team is specially trained to create comprehensive financial and social strategies for those with special needs — bridging the gap between community, government, and long-term support to help them live the lives they desire. Work with a special needs financial professional to:

• Establish strategies to fund a special needs trust
• Manage government benefits and eligibility
• Find the right attorney
• Plan a “three-person retirement”
• Address multigenerational wealth management
• Conduct advanced insurance planning
• Develop tax planning strategies for special needs situations