501(c)(3) Organizations

Helping You, Help Others…

Special Needs Planning, LLC teaches families how to prepare for the financial future of their child, or other dependent, with special needs. We’ve developed a presentation entitled “Ensuring Your Wishes for Their Future” to introduce attendees to strategies geared towards helping their dependent maintain eligibility for government benefits, while meeting the needs for lifetime of care and quality of life issues. The workshop covers Estate Planning, Guardianship, Wills and Trusts, and Letters of Intent.

Helping You, Help Yourself…

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.

 

For more information, please call Bob Johnston at Special Needs Planning, LLC - (414) 203-1932.