Every Person Deserves a Secure Future
Expert financial planning designed specifically for
families with loved ones with special needs. We combine
professional expertise with personal understanding.
We Get It - Caring for a loved one is Beautiful & Complex
When you’re raising or caring for a loved one with special needs, you’re not just a parent – you’re a champion,
advocate, therapist, and so much more. The financial side shouldn’t add stress to your already full plate.
The Questions That Keep You Up at Night
"What if I'm not around to care for them?"
"What happens when they turn 18?"
"How do I ensure they'll always be secure and happy?"
💙 That's exactly why we're here. Our mission is to provide you with the financial guidance and support you need, so you can focus on what matters most—caring for your loved one. We'll work with you to create a comprehensive plan that ensures their long-term security, giving you peace of mind now and for the future.
Services Designed Around Your Loved Ones Unique Journey
Everyone is wonderfully different, and so is every family’s path. 🌟 We don’t believe in
cookie-cutter solutions – we create plans as unique and special as your loved one.
Special Needs Trusts
Protecting government benefits is our priority. We create a financial strategy that provides your loved one with extra support for life's necessities and special experiences without risking their eligibility. We also coordinate with a network of legal professionals to ensure your documents are in order.
ABLE Accounts
Smart savings that grow with your loved one - perfect for education, housing, transportation, and independence building.
Guardianship Planning
Legal peace of mind ensuring you can always advocate for and protect your loved one's best interests.
Benefits Navigation
We'll help you navigate the complexities of government programs, with the goal of maximizing support for your loved one while preserving your family's wealth.
Lifetime Care Planning
Creating a roadmap for your loved one's entire future - from today through their golden years, with love and security.
Family Partnership
Ongoing support that grows with your family - we're here for every milestone, challenge, and celebration.
