Services

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.

• 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