FINANCIAL SECURITY MATTERS

Special Needs Planning

GUIDING YOUR JOURNEY

Planning for Your Loved One’s Future

Caring for a loved one with special needs comes with unique financial challenges. We help families navigate public benefits, savings strategies, and long-term financial security, ensuring your loved one’s future is protected.

Get in Touch

How We Support Your Family

A hand is holding a bunch of coins in it.

Navigating public benefits ensures access to crucial programs without jeopardizing eligibility.

A handshake with a bag of money and a dollar sign.

Special Needs Trusts protect assets while maintaining essential government assistance.

A pair of scissors is cutting a piece of paper with a percent sign.

ABLE Accounts provide tax-advantaged savings for disability-related expenses.

A black and white drawing of a gear , money bags and a dollar sign.

Investment Management keeps funds growing for your loved one’s future needs.

A black and white icon of a paper with a house on it.

Estate planning guidance ensures financial security beyond your lifetime.

A black and white drawing of a house with two people inside of it.

Family financial balance prevents undue financial burden on siblings or caregivers.

WHY THIS MATTERS

Creating Stability for Your Loved One

Step 1

Financial Planning

A financial plan should be more than a static document—it should be a living strategy that adapts with you. We take the time to understand your goals, risk tolerance, and unique needs so that every decision supports your long-term success.

Step 2

Investment Management

Once your financial plan is in place, we implement an investment strategy that aligns with it. Through active investment management, we ensure that your portfolio is optimized, adaptable, and designed to work toward your goals—now and in the future.

A hand is holding three coins and a heart.

Protecting Access to Benefits

Government programs like Medicaid and SSI have strict asset limits. We help structure financial plans that secure benefits while preserving long-term resources.

A pair of hands holding a heart with a cross on it.

Planning for Future Care

A strong plan ensures your loved one is supported for life. We help you create trusts, savings strategies, and investment plans to provide long-term stability.

Is Your Loved One’s Future Secure?

Get in Touch with Our Advisors