Online Special Needs Planning: Financial Planning with Personalized Care
We provide financial planning and supporting resources for special needs families to help create a confident, thriving future for everyone.
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Why Plan Now?
About Us
Special Needs Planning can be challenging alone, but our expert planners are here to help ensure a secure future for your loved ones.
Future planning is essential, especially for families that have loved ones with special needs. Special needs planning involves understanding the unique challenges and requirements of individuals with disabilities and ensuring they have the necessary support and resources. As a parent of a child with disabilities, the founder of Able Planning has firsthand experience with the questions, struggles, and rewards you face daily. This personal insight drives our commitment to providing comprehensive special needs planning services that cater to the specific needs of your family.
Our team understands that planning for a child’s future can be daunting, particularly when considering the long-term care and financial needs of a special needs beneficiary. We offer a range of services, including trust and estate planning, to ensure that your child’s financial and legal needs are met. Our approach is designed to help families navigate the complexities of government benefits, such as SSI, and to maximize the available resources for your loved one. By working with experienced attorneys and financial planners, we ensure that every aspect of your child’s future is meticulously planned.
At Able Planning, we believe that every family deserves a secure future. Our mission is to guide you through the process of special needs planning, providing the necessary information and support to create a comprehensive plan that addresses your child’s unique needs. Whether you need assistance with trusts, government benefits, or financial planning, our team is here to help. We are dedicated to making the planning process as straightforward and stress-free as possible, so you can focus on what matters most—caring for your loved ones.
Special Needs and Trust Planning for Your Family’s Future
By leveraging the power of modern technology with virtual meetings and a robust online portal, we deliver the personalized attention of an independent firm without you ever needing to find a caretaker or leave your home. Our services are tailored to meet the specific needs of families, ensuring that every aspect of special needs planning is addressed. As an independent firm, our main goal is to help families who are overwhelmed with their finances and who need a team that understands the nuances of having a loved one with special needs. We follow the fiduciary standard, so you know that your best interest is always at the forefront of every recommendation we make.
Our comprehensive approach to special needs planning includes trust and estate planning to ensure the financial security of your child. We work closely with experienced attorneys to navigate the legal complexities and to maximize the available government benefits, such as SSI. Our team is dedicated to providing the highest level of care and understanding, ensuring that all resources are utilized effectively for the benefit of your family. By focusing on the unique financial and legal needs of each individual, we create tailored plans that offer peace of mind and financial stability.
Getting started on the path to your family’s future financial confidence can be easy. Our robust online portal provides access to essential information and resources, making it simple to connect with our expert team. We’ve provided a link below for you to schedule the most convenient time to speak with our team. We look forward to connecting with you and helping to secure a bright future for your loved ones through diligent and compassionate special needs planning.
How We Help
Families and caregivers of persons with special needs require the support of a financial professional who is well-versed in such unique issues as:
Government benefits
The ABLE Act
Special education
Wealth management
Estate planning
Retirement planning for three people
Life insurance
Family dynamics
Investing
Emotional and language considerations
Disability law referrals
Provide special needs trusts funding mechanisms
Because we have first-hand experience in each of these areas and more, we are optimistic we can be your partners every step of the way. Our team understands the unique needs of each individual and provides personalized care tailored to your family’s situation. Planning for the future is possible and necessary, especially when considering the various benefits available to those with special needs.
We offer a comprehensive approach that includes estate planning, investment strategies, and managing accounts to ensure that your loved ones are well taken care of. By focusing on the long-term care and financial well-being of your special needs family member, we help you navigate the complexities of government benefits and maximize the available resources.
Getting started with Able Planning is easy. Our dedicated team is here to provide the necessary guidance and support, making the process straightforward and stress-free. Whether it’s setting up a special needs trust, planning for future life events, or managing the legal and financial aspects of your estate, we are here to help. Let us be your partners in securing a bright and stable future for your loved ones.