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imagine the possibilities

 

Planning gets you there.  

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Planning for families like ours can be complicated. 

We can help.

We are Certified Financial Planning Professionals™ and parents and siblings of people with special needs.  We have been working with families like our own, to plan and invest for their future, for more than 25 years.

 

Let's travel this path together.

LEARN HOW WE WORK TOGETHER

 

THE SPECIAL NEEDS PLANNING TIMELINE

Where to begin?

When each day seems to present a new challenge, thinking about the future can be overwhelming.  A plan can help break things down into achievable pieces. No matter what age or stage, it is getting started that counts.

CLICK ON YOUR CHILD'S AGE TO BEGIN

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Birth -Age 3 Early childhood
Birth -Age 3 Early childhood

Congratulations on the birth of your child.  The planning may be different, but there is a process to follow. 

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Ages 3-14 In School
Ages 3-14 In School

Transitioning  from home based early intervention to school is a transition that will present challenges. 

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Ages 15-21 High School
Ages 15-21 High School

Maximize vocational ideas, daily living skills and independence. Explore guardianship and alternatives. 

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Ages 22 and beyond Adult Services
Ages 22 and beyond Adult Services

School is over and access to residential, vocational and transportation services takes center stage. 

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KNOWLEDGE BANK

Information to help you plan- with our compliments.

We are committed to sharing complimentary educational resources with all members of the disability community. 
GO TO THE KNOWLEDGE BANK
OUR BLOG

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Six Questions to ask Yourself about Your Financial Plans

Special Needs Trusts- Five Fundamental Facts

Letters of Intent and Sharing Your Financial Values
WHY US?

 

SNFP Photo_2018

 

This is not just our business; it is our life.

We are uniquely qualified to understand your world and help you plan for the future.  
book The 10 STEPs OF SPECIAL NEEDS PLANNING from our book.

Download the 10 steps worksheet. →
camera INVESTMENT NEWS TOLD OUR STORY (CAUSE IT'S A GOOD ONE!).

Watch our story.→
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Get to know us.→

Ready to start planning?
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