Special Needs Planning Team

Our team is trained to work with families who need help creating a comprehensive financial strategy for their loved one with special needs. We work with clients to bridge the gap between community, government and long term support. We develop a comprehensive financial and social strategy to assist individuals to live the life they desire.

  • Strategies for funding a special needs trust

  • Government benefits and eligibility

  • Finding the right attorney

  • Planning a “three-person retirement”

  • Multigenerational wealth management

  • Advanced insurance planning

  • Investment advisory solutions*

  • Tax planning strategies for special needs situations

Special Needs Workshops

Visit one of our upcoming workshops shown below or call us at 215-317-4143 if you have any questions.

Interested in hosting a workshop for your families? Please reach out to Pat!

Jump Months

september, 2023

Download all events as ICS file