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As a Special Needs Planner, my mission is to help families plan for the future of their dependents with special needs by providing education and possible financial solutions, which can help maintain a lifetime of quality care.

We specifically help families:

  • Gain a greater understanding of government benefits
  • Understand some of the techniques available to help preserve government benefit eligibility for SSI and Medicaid
  • Understand financial issues in special needs planning, including funding special needs trusts
  • Understand the benefits of a Letter of Intent
  • Learn about the role of a guardian and conservator with respect to their special needs dependent
  • Determine how much money is needed to fund a lifetime of quality care