Special Needs Planning

Planning with care and compassion

Every family’s journey is unique, and caring for a loved one with special needs often brings complex financial questions. We understand those challenges and are committed to helping families find clarity, security, and peace of mind through thoughtful planning.

Download our brochure below.

What we help families plan for

• Coordinating care and long-term financial security
• Understanding special needs trusts and how to fund them
• Preserving eligibility for government benefits
• Writing a letter of intent and building a plan for future care
• Exploring housing and independent living options

Learn how thoughtful, personalized planning can bring peace of mind and lasting security to your family.

Our approach to special needs planning

We act as a guidepost, connecting you with trusted professionals and resources while creating a financial plan that protects your assets and supports your child’s future.

Every family situation is different, and our goal is to meet you where you are. Together, we will help you build a plan that balances financial responsibility with lifelong care and love.