Special Needs Planning

Families with special needs dependents plan for two lifetimes, their own plus that of their dependent.  We have been involved in the special needs community in the Puget Sound area for over fifteen years.  We can help connect you to resources in the community and develop a customized financial plan that balances the financial goals for your lifetime and that of your special needs dependent.  This specialty includes all the services of retirement income planning or traditional planning as appropriate, plus:

  • Advanced estate planning, combined with our familiarity with the unique dynamics of special needs children and adults, that accommodates the lifetime of a dependent
  • Cash flow analysis that incorporates government support
  • Connect you with resources for special needs in the Puget Sound area
  • Coordinate the complex financial, family, legal, and public assistance issues with your financial plan