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Our Commitment No One Strategy Fits Everyone Our Principle Helping You, Help Yourself

Looking Ahead: Financial Planning For The Future

Special Needs Planning, LLC was founded in service to families of children, or other dependents, with special needs. We can help you shepherd your family through the maze of legal and financial complexities that are often associated with planning for the financial future of children, or other dependents, with special needs. The roots of our advocacy are available for you at A Message From The Founder.

That mission has grown to include service to 501(c)(3) organizations, as well. Through a variety of services, we now help organizations that help others, help themselves. More details can be found on the Products & Services page.

Please know that we would welcome your call with any questions or requests at (262) 955-6636.

Who We Are

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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What We Do

Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Why We Do It

We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.

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