Broker Check

Life Planning

Through the Life Planning process, we help families create a long range care plan for their loved one with special needs. Some of the concerns we help families address include the following:

  1. How do we find, qualify for and keep benefits for my child's life, even after I am gone?
  2. Who will do the things I do, when I am no longer able to provide needed supports?
  3. Where will my child live now and in the future?
  4. Do I need to leave money to support my child? How Much?
  5. Where will it come from? Where do I leave it? Who will manage it safely?
  6. What legal documents do I need to protect my child with special needs?
  7. Will my hopes, dreams and desires for my child happen?

Let us help you!

Contact a Life Planner

See if you're really prepared?

Learn more

Have a Question?

Thank you!
Oops!