Warning: file_exists() [function.file-exists]: open_basedir restriction in effect. File(/var/www/vhosts/specialplanning.com/httpdocs/.htaccess/_config.php) is not within the allowed path(s): (/var/www/vhosts/specialplanning.com/httpdocs:/tmp) in /var/www/vhosts/specialplanning.com/httpdocs/sapphire/core/i18n.php on line 1739

Warning: file_exists() [function.file-exists]: open_basedir restriction in effect. File(/var/www/vhosts/specialplanning.com/httpdocs/favicon.ico/_config.php) is not within the allowed path(s): (/var/www/vhosts/specialplanning.com/httpdocs:/tmp) in /var/www/vhosts/specialplanning.com/httpdocs/sapphire/core/i18n.php on line 1739
Financial Advisors

Financial Advisors

Join Our National Network of Financial Advisors

We have affiliated with some of the top planners and attorneys in your state that specialize in Medicaid planning and spend their careers offering financial advice to families with special needs children. We are also affiliated with accountants that understand the tax ramifications of funding a Special Needs Trust. It is crucial to be in touch with professionals that understand the ongoing accounting that takes place to make sure that the individual with the Special Needs Trust files the correct tax forms every year and more importantly that noone is taking advantage of the disabled individual.

When giving advice or guidance, you want to be certain the people you are recommending have undergone due diligence and have developed a reputation in their industry. There is nothing more damaging than recommending someone who does not complete an assignment or who completes it in a slipshod fashion. We at Special Planning LLC go the extra mile to make sure that you are never embarrassed by the recommendations we have made.

Some of the Benefits of Joining the SpecialPlanning.com Network 

  • Monthly newsletter 
  • Updates on changes in the law 
  • Resource list for all the clients in your state 
  • Web design 
  • Brochure Design 
  • Access to the top advisors and attorneys in your state 
  • Marketing programs and ideas
  • Discounts and access to marketing companies and materials 
  • Join our Broker Dealer and become an independent advisor 

Monthly Newsletter

Receive a monthly newsletter and web link for your clients. Add your logo and information on the piece to make it look like your own.

Special Planning LLC provides our members with a monthly newsletter which they can share with their clients in the special needs community. The newsletter allows you to add your information so you either can email or print and send it to your special needs client base.

For More Information, contact:

Liz Silbaugh Johnides,
Executive Vice President of Corporate Development
elizabeth.johnides@specialplanning.com
877-SNT-ADVISOR

Professional Resources