Plan Special Needs


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. Here we asses your current financial situation. We then recommend strategies that enable both your family’s financial future – and your son or daughter’s financial future – to be secure.

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?