Special Needs Planning

Planning for your own future can be challenging. And planning to provide for the future financial care of a loved one with special needs for a lifetime can bring its own anxieties and concerns. The road map is neither known nor straight; however, we can help you navigate it for all situations. If you find yourself asking:

  • How do I begin?
  • Where do I begin?
  • What government benefits might be affected by my plans for my family member’s future?
  • What resources can they own and attain?

…our firm can help you find the answers you need. Together, we’ll explore the options available to you in the world of special needs planning. We can prepare a carefully designed and managed plan to ensure that your loved one continues receiving the same level of care when you are no longer able to provide it.


My wife and I are raising four wonderful children, one with special needs. We understand the challenges, anxieties, fears, and determination needed to raise him to his greatest potential. I understand and have experienced many of the hurdles you are facing when it involves planning for today and beyond your own lifetime to assure your child is happy, safe, and taken care of well. Working with you as a team, we help ensure your loved one will have the quality of life they deserve—and you desire.

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