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Special Needs Planning

Special-Needs Planning

Caring for a loved one with special needs can present unique challenges. Our Chartered Special Needs Consultants (ChSNC®) will work with you, and equally important, other special needs experts, to create a comprehensive plan that can help your loved one with special needs and your family have the highest possible quality of life.

For families with a loved one who has special needs, financial planning is a necessity. We know you want to do what is best for a loved one with special needs, but your best intentions could inadvertently prevent them from accessing vital funding and programs. That’s why it’s important to work with an experienced team to help you navigate the complexities that come with special needs care. Our financial advisors are skilled in assembling the right experts, including those in law, social services, and more, to help you with:

  • Estate planning
  • Special needs trusts
  • Life insurance
  • Tax deductions
  • Healthcare issues
  • Medicaid complexities

With our guidance, you’ll be empowered to make informed decisions, take appropriate actions, and help provide the quality of life for your family that you want.