UPDATED: September 10, 2018

Special Needs Planning addresses the key areas of planning for a dependent with special needs: maximizing government benefits, creating the correct estate planning framework to protect government benefits along with ones wealth and implementing funding strategies to provide for both lifetime care & quality of life in the most tax-efficient manner possible for loved ones with special needs.

  • Languages:
  • English
  • Insurances Accepted:
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161 Washington St
Eight Tower Bridge, Ste 700
Conshohocken, PA 19428
United States



(215) 317-4143



Pat Bergmaier, CFP, ChSNC

Our Autism Response Team (ART) is specially trained to connect people with autism, their families, and caretakers to information, tools, and resources.

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