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501(c)(3) Organizations

Helping You, Help Others…

Special Needs Planning, LLC teaches families how to prepare for the financial future of their child, or other dependent, with special needs. We’ve developed a presentation entitled “Ensuring Your Wishes for Their Future” to introduce attendees to strategies geared towards helping their dependent maintain eligibility for government benefits, while meeting the needs for lifetime of care and quality of life issues. The workshop covers Estate Planning, Guardianship, Wills and Trusts, and Letters of Intent.

Helping You, Help Yourself…

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.

For more information, please call Bob Johnston at Special Needs Planning, LLC at (262) 955-6636.