Mission & Vision
Our Mission is to Make Special Needs Planning Straightforward and Accessible
We strive to be your partner through thick and thin.
Special Needs planning is not a one time event but is a lifelong endeavor.
Our Vision is to be your Planning Partner through a Convenient Online Approach.
Many families of children with special needs feel overwhelmed by financial challenges and the complexities that come with disabilities. That’s why we created AblePlanning.com with special needs families in mind. We routinely hold ‘virtual meetings’ entirely online. And we have a robust online portal through our custodial partnerships. We can deliver the personalized attention of an independent financial planning firm through a convenient online process in the comforts of your home.
Through our parent registered investment advisory firm, Saybrook Wealth Group Inc., we follow the fiduciary standard, which is the highest standard of care recognized under the law.
Your best interest is always at the forefront of every recommendation we make.