"Providing for the Future with Care & Confidence"

Special Needs Planning

When you have a loved one with special needs, planning for their future isn’t optional—it’s essential. Our goal is to make sure they have the financial security, legal protections, and resources they need without jeopardizing their access to benefits.

Our Special Needs Planning Services:

Special Needs Trusts

Ensuring financial stability without losing eligibility for essential benefits.

ABLE Accounts

Tax-advantaged savings accounts designed for disability-related expenses

Public Benefits Planning

Helping families maximize Medicaid, SSI, and other programs.

Transition Planning

Ensuring long-term support and independence into adulthood.