A Special Needs Plan

National Special Needs Planning Firm

UPDATED: September 10, 2018

A Special Needs Plan is a nationally recognized special needs planning firm based in Charlotte, NC. A Special Needs Plan began in 2005 and since then they have reached over 12,000 families in the special needs community through Social Media, Webinars, Informational Newsletter, published articles, and of course their flagship 1-on-1 Planning with families. They are unique in that they use a holistic approach to special needs financial planning ensuring proper coordination of ALL available tools and resources, which provides security for two generations. Everything they do is colored with the lens of providing the best life for those with Special Needs, allowing siblings to always be siblings, and providing parents peace of mind.

  • Languages:
  • English
  • Insurances Accepted:
  • Call for Fee
  • N/A


101 N. McDowell Street
Suite 120
Charlotte, NC 28204
United States



(704) 326-7912



Andrew Spafford, ChFC, 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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