Welcome to Special Needs Planning, LLC

Special Needs Planning, LLC was founded in service to families of children, or other dependents, with special needs. We can help you shepherd your family through the maze of legal and financial complexities that can be associated with planning for the financial future of children, or other dependents, with special needs. The roots of our advocacy are available for you at A Message From The Founder.

That mission has grown to include service to 501(c)(3) organizations, as well. Through a variety of services, we now help organizations that help others, help themselves. More details can be found on the Products & Services page.

Please know that we would welcome your call with any questions or requests.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. We feel that not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your goals a reality. As your Financial Professionals, we will do everything in our power to help keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to helping you make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (414) 203-1932.

Become a Client

Becoming a client with us is as easy as it is rewarding. Click here to fill out our information request form and we will contact you shortly.