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Calls to Action

A Special Needs Plan


101 N McDowell Street Suite 120
Charlotte, NC 28204
United States
Contact Name: 
Andrew Spafford, Associate Planner ChFC

A Special Needs Plan is driven by what they call Unleash L.I.F.E.™- L.I.F.E. meaning Lasting Independence For Everyone™. This is accomplished with education, action, and support in the creation, implementation, and continued monitoring of a specifically designed lifelong and integrated plan for your family: parents; caregivers; your loved one with special needs and their siblings. We serve all 50 states.