About
They understand the unique challenges that families who have children with special needs face and are committed to helping their clients achieve their financial goals while ensuring the long-term financial security of their children. The team offers a wide range of financial planning services, including plan financial planning, investment management, transition retirement planning, legacy estate planning, and care & support special needs planning. They take a personalized approach to financial planning, getting to know their clients and their needs and goals to develop a customized financial plan. Special Needs Planning Group has a deep understanding of the legal and regulatory issues that impact families with special needs and stays up-to-date on the latest developments in this area.
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
Plan Financial Planning
They help families create a comprehensive financial plan that takes into account the long-term needs of their family, including healthcare, education, and other important expenses.
Investment Management
They provide investment management services that are designed to help families achieve their financial goals while minimizing risk.
Transition Retirement Planning
They offer accumulation and distribution planning for those approaching or in retirement, including tax consequences of asset liquidation and social security strategies.
Legacy Estate Planning
They work with families to develop an estate plan that ensures that their assets are protected and their loved ones are provided for in the event of their passing.
Care & Support Special Needs Planning
They develop a person-centered life care plan that takes into consideration needs, goals, and housing for the lifetime of the loved one with special needs, including anticipated costs and tax-preferred funding strategies.