Special Needs Planning

at special needs financial planning, we work with families like our own, to plan for their future and the future of their child with special needs. • we wrote the textbook as authors of the special needs planning guide, how to prepare for every stage of your child’s life, (brookes publishing, 2007), used as a text to educate other professionals about the complexities of planning for an individual with special needs. • we take a broad view over two lifetimes: working with you to secure your financial future while helping you find the resources to support your family and your loved one during your lifetime and even when you are gone. • we have a multigenerational team designed to provide constancy of financial and planning advice, continuing through your lifetime and into that of your children. • we have built our reputation and critical relationships through decades of service on boards and statewide organizations. we take great pride in having been instrumental in shaping policy regard