Special Needs Planning for Every Phase of Your Child's Life

What keeps you awake at night?

  • What will the future hold for our special needs child?
  • How will our child be able to support himself/herself?
  • Will we ever be able to retire?
  • Who will care for him/her after we are gone?
Mother holding special needs son. Women finding joy in her son.

You don't need to go it alone!

Whether you’re just beginning your special needs journey, reimagining your retirement, or anything in between, you need a professional in your corner. It’s our quest to provide guidance and support concerning every aspect of your journey through life.

Our Clients

Special Needs Families

“Our special needs son is such a blessing! Now that we are nearing retirement, what will life be like for the three of us? What will happen after we are gone? What planning do we need to do?

Single-Parent
Special Needs Families

“I never imagined that I would be facing life as a single-parent. How can I make sure that the divorce settlement helps provide the support our daughter needs for the rest of her life? I need help because this is over my head.”

Special Needs Grandparents

Grandparents with special needs grandchild

“Since we are now retired comfortably, how can we help to financially support our special needs granddaughter without interfering with her other benefits?

Start your planning journey today.

Every family with a child with a disability or other special needs travel along a different journey. Each story is unique. We want to learn more about your personal situation, your child’s disability and your hopes and dreams for the future. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Let’s start your today.