Special Needs Financial Planning | Tax Planning
Special Needs Financial Planning is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Special Needs Financial Planning is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
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Tax Planning

Tax Planning

Taxes can play a significant role in your comprehensive financial planning.

There are four different stages of life to consider in your tax planning :

  • While you are working.
  • While you are planning to retire.
  • While you are living during retirement.
  • When you die.

A part of your team.

As part of your team, we coordinate planning tools and techniques with your accountant and estate attorney . If you do not have an accountant or attorney, we have professionals experienced with families of individuals with special needs and we can refer you.

Talk with us.

Yes, Please!