Our Mission

To help families simplify – as much as possible – the complex journey of special needs, by providing a comprehensive plan that will provide peace of mind that you have provided the very best future for your family.

The health and welfare of our clients, staff, and community are of great concern. Over the next two weeks, our offices will be closed, and we will be conducting business remotely. Please do not hesitate to contact us, as we will be available to help.

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.

Plan with us today!

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.

Years of First Hand Experience

We have the information and expertise to coordinate financial and non-financial services that can help you with your fears about what happens when you are gone.

Elements of Comprehensive Special Needs Planning

Below you’ll find an in-depth description of each element included in our comprehensive Special Needs plan. By simply clicking on the element name, you’ll be presented with detailed information pertaining to that specific element. With our extensive knowledge, guidance and advice, you’ll be on the right path, together.

We’re here for you, when you’re ready.