The key to Special Needs Family Planning is to provide peace of mind to answer the what if's? We understand from personal experiences the unique challenges that come with having a child with disabilities and the stress that comes in thinking about the future. An integral step in the planning process is to ensure that your family member is financially secure, especially when you are no longer there to be an advocate, and to maximize all resources available to him/her.
We have received training and certification as a Chartered Special Needs Consultant (ChSNC) which is considered the most comprehensive credential available for financial advisors providing special needs individuals and their families with informed financial advice. We can provide expert advice on a broad range of topics including special needs trusts, wills, powers-of-attorney, guardianships, Social Security and Medicaid, tax deductions and more.