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Calls to Action

A Special Needs Plan


6000 Fairview Rd. Suite 400
Concord, NC 28027
United States
704 557 9637
704 557 9630
Contact Name: 
Andrew Spafford, Manager, Family and Organization Outreach

A Special Needs Plan is designed to serve families who are struggling with the worry surrounding their loved one's future care and financial well-being, overwhelmed by the complexity of coordinating all the necessary legal, financial, government benefits, communication & tax strategies and are frustrated because the family can't find professionals who have the expertise to help.