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  • FREE E-COURSE

     

    6 Easy Steps to Bring Comfort & Security for Your Family 

     

     

      •  6 short emails with tips on special needs financial planning to implement
      • Stories of families with special needs children who manage their affairs with financial planning approach
      • Exclusive offer on our fees and a free gift at the end of the e-course

     

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PSN LIFE PLAN SYSTEM

PSN 6 Step Life Plan System is a clearly defined process designed to create a Comfort, Security, and Independence around your life. The process works around different life stages of the special needs child and ensures that you have the piece of mind and there is always a close bonding in your family. Here we understand your thoughts, experience and your awareness towards your child life i.e. Your Story. Once we know about you and your family we work towards the special needs  life stages to bring the  road map for your family integrating financial, legal and other life issues.

PSN Life Plan System

  • Letter Of Intent

    A Letter of Intent is not a legal document. But it ensures the future guardian or trustees have a road map that has all the important information of your loved one with special needs life. You can write yours in just 10 days!!

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  • 8 Action Steps

    Check these 8 Action Steps which PSN has created. These steps describes what is important and on priority for your special needs future. This ensures to the family providing a quality of life and security to their loved one with special needs.

    Request 8 Action Steps⇒

     

  • PSN Time Line

    When you should start planning and where to begin? What are the requirements for your special needs at different life stages? The PSN Timeline is a visual representation of different aspects which need to be considered for a Comprehensive Life Plan.

    Request a Timeline⇒

     

Where are you and your family on the Special Needs Financial Planning timeline?

Timeline

OUR SERVICES

 

    • Special Needs Planning 

      With a special needs dependent you need a guide to ensure that you have  a right plan for your family. Our LIFE PLAN SYSTEM does exactly that. By covering various aspects of your special needs lifetime care it helps you bring security and independence. Our area of expertise includes financial planning, tax efficiency, government benefits, special child trust, and facilitating communication with extended family members.

      We do not plan only for the special needs lifetime care but also helps parents plan for retirement, sibling college funding, adequate insurance coverage and other life goals. Our services offers guidance with key decisions and an easy to follow action plan that we continue to help manage over the years.

    • Foundational Financial Planning

      Many special needs families are not sure or not ready for comprehensive Life Plan System but still like to be prepared for the future. That’s where our Foundational Planning Services helps.  The knowledge  & expertise we have gained in the complex world of Special Needs Planning – including estate planning, tax planning, financial planning, government benefit planning, and legal documents – has allowed us to become that much more effective with every family we serve.

      The Foundational Planning System develop strategies and helps families to  answer questions like how do I save for my child’s future? Do I need a trust? How do I make sure the money I’m saving for my child is enough? What happens if we are not there? Who would take care of the child and how would they have resources to do so?

    • Estate Planning Advisory

      Along with financial strategy every special needs dependent family needs an effective legal strategy which can integrate their family comprehensive requirements. Our estate planning advisory services provides that. With a team of experts who have rich experience in working with special needs dependents requirements we help families in preparing the most effective legal strategy.

      A typical estate plan will cover advisory on Will, Trust, Letter of Intent, Life Insurance , Funding the trust etc. All these tools should be coordinated well to prepare an effective estate plan. Through our estate planning advisory services, we build the right foundation which can  ensure that you can create a secure future for your loved ones including the special needs dependent.

Are You Prepared Well For Your Child Future?

 

This question must be bothering you. Take our PSN LIfe Plan Score Assessment Test and see what

areas you need to plan for your child future.

PSN Life Plan Score

  • Free Ebook

    Ebook
    This Ebook guides you towards creating a comfort and secure future you wish for your child.

    The Benefits Of This E book :

    1. 8 Steps to plan for your special needs child lifetime care

    2. Covers various section of financial and legal planning

    3. Describes what is important and on priority for your child secure future

  • Parents Corner

  • What Parents Are Saying ?

     

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