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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
<p>When Special Care Is Needed: The Special Needs Trust</p>

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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<p>Tips for Finding Care for Your Disabled Child</p>

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.
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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Planning a More Secure Future for your Child with Special Needs - A Guide for Parents and Guardians

Planning a More Secure Future for your Child with Special Needs - A Guide for Parents and Guardians

Parents and guardians of children with special needs have immediate and long-term financial issues to consider for their children. This whitepaper is designed to support parents and guardians of children with special needs to prepare for their children’s futures.

Request the Guide today and you will receive it in your email within 24 hours.

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Meet the Special Needs Team

JLN

John L. Norman, CLU, ChFC

Financial Advisor

469-737-4076

jnorman@pennmutualws.com

Since 1983 I have worked to help provide financial solutions to my clients needs based on relationships built on trust and integrity. I am a creative problem solver, a resource, and an....

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