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Our integrated financial approach allows us to organize clients’ finances and assets in a way that is customized to their unique needs. That being said, it all starts with you and what is important to you as a caregiver. While we are committed to helping you develop a targeted financial plan, that is rooted in your principles and goals for their future. We take into consideration investments, insurance, budgeting, tax savings strategies, retirement and estate planning as part of a comprehensive, financial planning strategy. But more importantly, we want to see the world through your eyes…to share your vision for their future. It is only then, that we can help you develop a plan designed to achieve your objectives.

Our approach is tailored to incorporate the possible use of a Special Needs Trust, Guardianship and/or Letter of Intent to ensure your principles for their future.

We do not charge consultation fees.

Or, for 501(c)(3) Non-Profit Organizations...

Special Needs Planning, LLC offers a comprehensive suite of services to the 501(c)(3) community - from Employer-Sponsored Retirement Plans to Group Benefits such as Life and Disability insurance. These solutions are aimed at helping you, help yourself.

At Special Needs Planning, LLC, we provide assistance in the following areas:

Investments

  • Mutual Funds
  • Educational Savings Plans
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Employer- Sponsored Retirement Savings Plans
  • Variable, Fixed & Indexed Annuity

Financial Planning

  • Estate Planning
  • MoneyGuidePro
  • Retirement Planning
  • Personal Risk Assessment
  • Business Succession Planning

Insurance

  • Whole Life Insurance
  • Universal Life Insurance
  • Term Life Insurance
  • Joint Survivorship Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance

Group Products & Solutions

  • Dental
  • Disability 
  • Life
  • Vision
  • Voluntary Benefits
  • Enrollment & Administration Solutions
  • Wellness Solutions