facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Special Needs Family Planning

With a commitment to serving the increasing number of families with special needs and the life planning challenges they face, we are proud to announce the formation of a coordinated group of specialists in their fields of finance, tax, law and medicine to help address the complexities of special needs family planning. 

Working with a team that redefines special needs planning

Our interdisciplinary team works hand-in-hand with families to provide guidance on all aspects of special needs and family planning. We understand the challenges faced by families on a daily basis and are passionate about helping families to achieve what’s most important to them.

Our consultative process

We approach each engagement with a consultative process. This allows us to have an open dialogue in which we learn about your family’s values and goals while working together to tailor a plan to help pursue them.Our team employs a series of steps to gather a comprehensive understanding of each family's unique situation and help navigate the complexities of long-term planning

What to expect from our planning consultation

We will meet for an Introductory Meeting with the objective of introducing the team and learning about you/your family’s needs and concerns. If we collectively determine our team can make a significant and positive impact, we will conduct our in-depth Discovery Meeting for a comprehensive understanding of your short-term and long- term objectives. Our team will collaborate to identify any potential gaps and determine the best path forward. Our team and additional specialists (if applicable) will share our findings to deliver a complete course of action.

You are under no obligation to use the services of 3rd party entities shown and may choose any qualified professional to provide any of the services described. These entities and their services are not affiliated with LPL Financial and Starkey Financial Services.