About
They help families plan for the future care and financial well-being of their loved ones, addressing complex issues such as legal and financial considerations, communication plans, tax strategies, and governmental benefits. The practice offers specialized guidance for families with special needs, including Transition Planning, Comprehensive Financial Planning, and Small Business Planning. They also provide a free app, A Special Needs Support, to help families organize critical information and prepare for the future. With a team of experienced professionals, A Special Needs Plan aims to provide loving guidance and support to families in need.
Insurance & payment
Insurance details are not listed publicly — call the practice to confirm.
Ask about sliding-scale fees if you're paying out of pocket.
Services & specialties
Transition Planning
A Special Needs Plan offers guidance with key decisions and specific action steps as your child transitions to adult life.
Comprehensive Financial Planning
The practice provides comprehensive financial planning services, addressing complex issues such as estate planning, tax planning, financial planning, government benefit planning, and legal documents.
Small Business Planning
A Special Needs Plan helps small business owners align their business plans with their personal goals.
Special Needs Planning
The practice offers specialized guidance for families with special needs, addressing complex issues such as legal and financial considerations, communication plans, tax strategies, and governmental benefits.