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Special Planning Welcome Flash

A message from the President

Special Planning LLC has successfully helped families of individuals with special needs find financial and legal guidance for many years.  My wife, Deborah, and I have 6 children, 3 of whom have special needs.  It was through the experiences we encountered meeting our own family’s challenges that kindled my desire to create Special Planning LLC in order to help lead other families through this maze.  As Founder and Chief Executive Officer, I hope to provide families with disabled loved ones the guidance they need to navigate the financial and legal waters of planning for the future.  From such planning comes the security and peace of mind of knowing that your estate and financial planning needs have been met in a clear and honest fashion.


Special Planning’s mission is to provide you with that experience and guidance.  Let us help you take that first step towards achieving “peace of mind.”


With warm regards,


William J. Parker

 

For families...

 

Taking the first step

Special Planning provides families with the resources and guidance needed to navigate the complexities of estate and financial planning for their special needs loved ones.

 

For professionals...

 

Join the network

Our registered professionals have devoted their expertise to assisting families with special needs by becoming members of a national network of advisors.

 

Institute of Special Needs Planning

 

Code of Ethics

A resource center for understanding and maintaining ethics in planning for families.