About
They specialize in helping families with special needs dependents plan for their loved ones' futures. The practice, led by Donald T. Brown, ChFC, ChSNC, CASL, offers customized assistance and specialized resources to families and professionals. Their services include workshops, second opinion estate planning, employee benefits, retirement planning, college funding, and special needs planning. By providing resources, answers, and expertise, Special Needs Funding Coach aims to help families and professionals navigate the complexities of special needs planning and achieve more peace of mind. With a focus on quality of life and a lifetime of care, they work with families and professionals to secure government benefit eligibility, provide a lifetime of care, and plan for their loved ones without sacrificing retirement funds.
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
Workshops
The most effective way for us to educate both families and professionals.
Second Opinion Estate Planning
Too many people believe Estate Planning is only for the wealthy.
Employee Benefits
Whether you are a family with a Special Needs dependent or part of a ...
Retirement Planning
Getting to a place where we know our guaranteed sources of income and our...
College Funding
Along with a comfortable retirement, most families would like to help provide their children...
Special Needs Planning
One of the most important issues to parents and guardians of special needs dependents...