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Special Needs Planning

Special Needs Planning – planning for a Special Needs loved one in your life.


There seems to be some misunderstanding about this website and the financial tool it contains.  I have heard a number of folks quickly say they are not interested because they already have “someone” managing their money for them.  Well, if I may, I would like to try and clear up some of the confusion.Read More »Confusion

One Location

The Life Plan Binder is a tool to help a family organize the personal, legal and financial information on a Special Needs loved one into one simple location. It’s an opportunity to put it all together and gain control of the future of your loved one.Read More »One Location