SPECIAL NEEDS Planning

We will help build a financial plan that will help ensure that your entire family, including your loved one with special needs, is protected, cared for, and able to achieve their most important goals.

We can help you look beyond the day-to-day challenges and create a plan that will give you peace of mind, knowing that you have done everything you can to ensure your loved one will have the resources for a financially secure life!

We understand the challenges you face and can help ensure a better quality of life for your loved one with special needs and help avoid mistakes that could deprive him or her of essential government support and benefits!

We’re a team of experts who want to help you navigate the complexities of all special needs planning. We share a common bond; as we are parents, friends and family of people with special needs.

One thing for sure, we are dedicated to providing you the highest quality service and advice, as well as the latest information on legal developments!

Our team is designed to be thorough and committed to assisting you and your family through our experience and expertise!