Special Needs Planning Group

Special Needs Planning Group (SNPG) provides comprehensive holistic financial advice regarding special needs trusts, life care planning, letters of intent, and how to obtain and preserve need based government benefits. These areas are in addition to typical financial concerns that families have, such as retirement planning and investment management. Parents are often overwhelmed with therapy, IEP's and countless other issues. Parents worry about the financial implications of having a child with special needs; they often don't have the time or energy to address those issues. Planning is critical, especially because “typical” financial planning rules may not apply. Special Needs Planning Group (SNPG) guides parents through the special needs financial planning process so that everyone, from siblings to future caregivers, understands the child's life care plan. Parents receive a written long-term comprehensive financial plan that provides a path to follow, helping to ensure that their child's needs – and the money to pay for them – will continue for the child's lifetime.