Benefits

Simple strategies to help you align your employee benefits with your special needs financial plan.
Growing costs and complex benefits for special needs care require planning and knowing your resources
Creating a solid special needs financial plan starts with understanding government benefits.

Education & Daily Life

Talk to a Person with Disabilities
Talk to People with Disabilities
Talk to People with Disabilities
Talk to People with Disabilities
Trusted planning resources for creating a lifetime of continuous care.
A letter of intent is a powerful special needs financial planning tool.

Retirement & Estate Planning

I Need Emergency Funds 
A special needs trust can provide for a better quality of life for your loved one with special needs and help maintain eligibility for government benefits