SPECIAL NEEDS PLANNING
Planning for the care of your child or dependent with special needs is a unique and specialized experience beyond general financial planning. We work with you to help protect the lifestyle of your family, while at the same time, planning to preserve the advocacy, medical and government benefits your special needs child relies.
We seek to understand the intentions you have for your entire family and work together with your legal advisors on wills, guardianship and trust planning. The real benefit we strive to provide is helping to protect those you love and the wishes you have for your entire family.