Special Needs Planning
Special needs require special planning.
Financial planning when taking care of a loved one with special needs requires a different approach.
We have personal experience with a special needs family member and are passionate about helping to connecting you with planning resources and answers.
Talk with a caring consultant
Whether it’s identifying gaps in resources now, planning for a retirement with a different lifestyle, or establishing an estate plan to make sure your loved one is provided for when you pass, we take the time to get to know your child and your needs and help you prepare for financial needs and burdens you will face.
