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Special Needs Planning

Our Why

Zeke, Rich, and Jennifer’s passion for providing education and answers around special needs planning is personal. Their drive stems from their individual, personal roles as family members to individuals with disabilities. The team continues to be committed to providing essential planning resources, guidance, and solutions for special needs families.

The goal of special needs planning is to make sure that a family is able to provide for the care and well-being of their loved ones with disabilities in a way that enhances their lifestyle and capabilities but does not ever interfere with their eligibility for any necessary government benefits and supports – all while simultaneously planning for the long and fruitful life of the parents and caregivers, as well as for any additional children and siblings.

Over the past year, the team has embraced opportunities to leverage technology and empower the special needs community with planning strategies, including:

  • Complimentary virtual consultations with families, through online meeting platforms that allow for the sharing of materials and the facilitation of teamwork
  • Informational webinars, both for families as well as professionals
  • Presentations to corporations through Employee Resource Groups

 This new website is the next step in this development and is intended to be an interactive and fluid resource for all who support the special needs community.

We are really experienced in doing this

We are really experienced in doing this

We have our personal stories to tell of our own children and older family members.

We also have met with thousands of families who have their own story to tell.

There is consistency in the concerns.

  • How do we provide safety and well-being for our loved ones now and in the future?
  • How do we address the financial stressors of our special needs family?
  • What is going to happen when we are no longer here?

These critical questions and more can linger for years waiting for solutions and answers.

Reach out to us for the answers you need. The time to plan is NOW!

We are committed to working with the special needs and disability community

We are committed to working with the special needs and disability community

There are a minority of well trained and experienced special needs financial planners throughout the United States.

A large segment of the financial planning profession have ignored this population in our country.

We are committed to our community because of personal experience.

We have always realized that there is a need for quality service and financial knowledge and insight.

In our community this area is under serviced.

The quality of life for all special needs family members is being challenged because of a lack of understanding of benefits and financial planning strategies that are available to them.

As financial special needs planners (CHSNC) our team approach is to educate, guide, and implement a financial strategy that maximizes opportunities and resources for a quality of life for the rest of their lives.

We Know You Have Questions. We Have Answers.

We are experienced in Special Needs Planning, and we have helped many families like yours. 

Reach out to us and set up a time for us to talk. We can help.

Schedule a Complimentary 30-Minute Consultation

Don't delay. The first step is the most important step. Schedule your complimentary 30-minute consultation with us now to learn more about what we do or to discuss your family's special needs planning needs with us. 

Click Here To Schedule

I'd like to know more about special needs financial planning. Please contact me

Thank you!