SPECIAL NEEDS PLANNING IS LIFE PLANNING.

We believe that proactive and complete planning should:

 

1. Be done correctly - the first time and at the right time – so your life can become less reactive, and you can once again plan for your future.

2. Consider and account for your unique needs to result in a high quality of life for everyone in the family.

3. Include assistance to navigate the complex systems and resources available to provide the best support for you, your child, and your family.

Planning for a child with special needs goes beyond traditional financial planning, which is built to remove emotion from the equation and focus solely on anticipating your needs in the future.

For a special needs family, we know you also need help with the "today," facing the challenge that is squarely in your path... right this moment.

Special Needs Planning Matrix Legal Benefits Financial Other Resources

To ensure you have what you need today and beyond, we involve your team of three professionals as we begin your planning journey:

LEGAL: Estate Planning Attorney who will offer you expertise on things like guardianship, a special needs trust, etc.

BENEFITS: Your Benefits Specialist is someone who not only helps us with access and identification of programs at the local, state and federal levels but gives us the cost planning analysis needed to determine just “how much” needs to go into the special needs trust at your passing. We work with several experts in this area depending on your child's needs.

FINANCIAL: And myself, your Financial Advisor. Typically I'm the quarterback for your plan and help make communication with these folks simple and consistent for you and your family.