Special Needs Planning
We understand the challenges you face.
Who are we?
We are a team of experts that focuses on providing knowledge, guidance and advice to help families with special needs plan happy and financially stable futures. We share a common bond: as we are also parents, family and friends of people with special needs. Based on our personal experiences we have a thorough understanding of the complexities of special needs planning. We are dedicated to providing you with the highest quality service and advice, as well as the latest information on legal developments. Our team is designed to be thorough and committed to assisting you on this journey.ABOUT US
About our team.
We will help you build a comprehensive special needs plan that will help ensure that your entire family, including your loved one with special needs, is protected and cared for, giving you peace of mind. We will help you identify and prioritize your life goals for two generations by understanding in detail your family’s personal story. We will coordinate a multidisciplinary team of experts to provide a person-centered approach to planning that is tailored to your unique circumstances and includes financial, legal and life plans.Our Resource Board