Products & Services

Our integrated financial approach allows us to organize clients’ finances and assets in a way that is customized to their unique needs. That being said, it all starts with you and what is important to you as a care-giver. While we are committed to helping you develop a targeted financial plan, it is rooted in your principles and goals for their future. We take into consideration investments, insurance, budgeting, tax savings strategies, retirement and estate planning as part of a comprehensive financial planning strategy. But more importantly, we want to see the world through your eyes…to share your vision for their future. It is only then, that we can help you develop a plan designed to achieve your objectives.

Our approach is tailored to incorporate the possible use of a Special Needs Trust, Guardianship and/or Letter of Intent to ensure your principles for their future.

We do not charge consultation fees.

Or, for 501(c)(3) Non-Profit Organizations...

Special Needs Planning, LLC offers a comprehensive suite of services to the 501(c)(3) community - from Employer-Sponsored Retirement Plans to Group Benefits such as Life and Disability insurance. Additionally, Special Needs Planning, LLC can help your 501(c)(3) organization with our Charitable Giving and Wealth Management Services programs.

For example, we’ve developed a presentation entitled “Ensuring Your Legacy” that can be presented to your constituents in hopes of enhancing the charitable giving to your organization. Help your members help you by showing them how to leverage their contributions to create a lasting legacy. And with our Wealth Management Services, you receive customized asset allocation solutions that provide a confidence in knowing that your portfolio is being professionally managed.

These solutions are aimed at helping you, help yourself.

At Special Needs Planning, LLC, we provide assistance in the following areas:


  • Mutual Funds
  • Educational Savings Plans
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Employer- Sponsored Retirement Savings Plans
  • Variable, Fixed & Indexed Annuity

Financial Planning

  • Estate Planning
  • Financial Strategies
  • Retirement Planning
  • Personal Risk Assessment
  • Business Succession Planning


  • Whole Life Insurance
  • Universal Life Insurance
  • Term Life Insurance
  • Joint Survivorship Insurance
  • Long Term Care Insurance
  • Disability Income Insurance

Group Products & Solutions

  • Dental
  • Disability 
  • Life
  • Vision
  • Voluntary Benefits
  • Enrollment & Administration Solutions
  • Wellness Solutions