A Special Needs Plan™ is a nationwide planning advisory firm founded to serve families with special needs and who often struggle with the worry that comes with planning for the future care and financial well-being of their loved ones.

The complexity of coordinating legal and financial considerations along with communication plans, tax strategies and governmental benefits can be overwhelming.

We are here to put an end to all the frustrations and fears with an expert team of experienced professional. Please let us know how we can serve your family.

A Special Needs Plan™ is a nationwide planning advisory firm founded to serve families with special needs and who often struggle with the worry that comes with planning for the future care and financial well-being of their loved ones.

The complexity of coordinating legal and financial considerations along with communication plans, tax strategies and governmental benefits can be overwhelming.

We are here to put an end to all the frustrations and fears with an expert team of experienced professional. Please let us know how we can serve your family.

Special Needs Planning

For our families with special needs, we not only plan for the lifetime of an individual with a disability, we help parents plan for retirement, college financing, weddings, home purchases, and adequate insurance coverage. Our special Transition Planning Service offers guidance with key decisions and specific action steps as your child transitions to adult life.

Comprehensive Financial Planning

Not all of the families we work with have a loved one with special needs. The knowledge we have gained in the complex world of special needs planning – including estate planning, tax planning, financial planning, government benefit planning, and legal documents – has allowed us to become that much more effective with every family we serve.

Small Business Planning

Shortly after we began serving families with special needs, we discovered that many of our families also owned small businesses and were looking for guidance. We quickly expanded our team and service model to include experts in helping small business owners and ensuring their business plans aligned appropriately with their personal goals.

What is a Special Needs Plan?

It's a Road Map

Your journey will be focused, multi-generational and ongoing. We are here to help build the plan that’s right for your family. It’s a plan built on truth and authenticity. It’s the loving guidance necessary for you to secure the future of those you love.

It's a Decision to Take Action

Planning for the future is not easy. It is the ultimate commitment to those you love, therefore it takes time and energy. It’s a challenge and it’s also a discipline: A challenge to do the hard things others won’t do, and the discipline to stay the course over two lifetimes.

It's Accepting Guidance and Support

Our families often come to us overwhelmed – tired of the fruitless search for answers and frustrated with trying to go it alone. They are receptive to guidance and eager for support. If this sounds familiar, and you're ready for a new path of success, then let’s have a discussion and talk about what happens next.

It's a Place Where You Are No Longer Alone

There’s no reason you have to do this alone. Here you’ll find specialized, expert guidance from a team that is caring, attentive and thoughtful. We are here for one reason – to help you protect the future of your family. We will always have your back.

What is a Special Needs Plan?

It's a Road Map

Your journey will be focused, multi-generational and ongoing. We are here to help build the plan that’s right for your family. It’s a plan built on truth and authenticity. It’s the loving guidance necessary for you to secure the future of those you love.

It's a Decision to Take Action

Planning for the future is not easy. It is the ultimate commitment to those you love, therefore it takes time and energy. It’s a challenge and it’s also a discipline: A challenge to do the hard things others won’t do, and the discipline to stay the course over two lifetimes.

It's Accepting Guidance and Support

Our families often come to us overwhelmed – tired of the fruitless search for answers and frustrated with trying to go it alone. They are receptive to guidance and eager for support. If this sounds familiar, and you're ready for a new path of success, then let’s have a discussion and talk about what happens next.

It's a Place Where You Are No Longer Alone

There’s no reason you have to do this alone. Here you’ll find specialized, expert guidance from a team that is caring, attentive and thoughtful. We are here for one reason – to help you protect the future of your family. We will always have your back.

Meet Our Team

Some of the many companies and organizations we have collaborated with over the years.

A Free Guidebook for You

Just to say thanks for stopping by our website, we’d like to offer you a free copy of The Family Advocate: A Guidebook to Special Needs Planning. This special booklet is designed to educate families on exactly what they need to do to secure the future of their loved ones. 

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