Special Needs Planning

As a dedicated Special Needs Financial Planner, I specialize in helping families navigate the complexities of planning for the future of loved ones with disabilities. My services are designed to provide peace of mind and ensure that your family member’s financial and personal needs are met, both today and long into the future.

Planning for a loved one with special needs requires careful consideration of many factors, including preserving eligibility for government benefits like Medicaid and Supplemental Security Income (SSI), managing finances, and creating a stable foundation for their care. I work closely with families to create personalized financial plans that include strategies like Special Needs Trusts, which help protect assets while ensuring continued access to vital benefits.

The importance of Special Needs Financial Planning cannot be overstated. Without a clear, structured plan in place, families risk jeopardizing their loved ones’ eligibility for crucial support and services. My goal is to provide you with a comprehensive strategy that accounts for your unique circumstances, helping you make informed decisions that secure your loved one’s future, reduce stress, and give you peace of mind.

If you’re ready to take the next step in securing a stable financial future for your loved one with special needs, I’m here to guide you through the process. Together, we can build a plan that ensures long-term care, financial support, and the quality of life your loved one deserves.