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Our Core Value

Our Mission

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 can be associated with planning for the financial future of children, or other dependents, with special needs.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. We feel that not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your goals a reality. As your Financial Professionals, we will do everything in our power to help keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals.

Our Principle 

Our company is based on the principle that education and understanding of your current financial situation is vital to helping you make the vital decisions concerning your future financial condition and the financial futures of your loved ones.  

Contact Us

If you have any questions about your current financial situation or wish to schedule an appointment, please complete the fields below or give us a call at (414) 615-4880. A member of our team will be in contact with you within 24-48 business hours.

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