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

We provide planning and assistance with government benefits, guardianship,
ABLE accounts, special needs trusts and income tax strategies.

As Our Client, You're Like Family

We strive to have an open line of communication when you need us. Life doesn’t always follow a straight path, so we are here to provide timely advice as life changes.

Whether you are an individual or a family, our team will work with you to craft a special needs plan and strategy to your specific needs.

Bret Hortin, ChSNC

Questions About
Special Needs Planning?

Schedule a Conversation with Bret™

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5 Common Mistakes

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