Special skills for special needs.

Making sure your loved one with special needs is taken care of is our Chartered Special Needs Consultants' (ChSNC®) specialty.1 They'll answer the questions you have, and the ones you never knew you had—helping you design a plan so you can make informed decisions, know the right steps to take and when to take them, and provide the highest possible quality of life for your family.

Why work with a special needs advisor?

A business woman in a business suit.

Our advisors have the specialized skills needed to help you navigate the unique considerations that come with caring for a loved one with special needs. They'll assemble the right team that may include experts in law, social services, and more to help with:

  • Estate planning
  • Special needs trusts
  • Life insurance
  • Tax deductions
  • Healthcare issues
  • Medicaid complexities

Get matched with a financial advisor in four easy steps.