Special Needs Planning
Special Planning for Life
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.
Meet the Special Needs Team
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
Book a complimentary appointment with our team today!
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When Special Care Is Needed: The Special Needs Trust

Multigenerational Special Needs Planning
Take the steps towards forming a plan to provide financial security for loved ones with special needs.

Estate Planning
Know the important considerations to address when planning for the future of a child or dependent with special needs.

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.