Special Needs Planning Services

  • Retirement Accumulation and Distribution Planning with understanding of multi-generational needs for income working coordinating with SSDI, SSI and Medicaid.
  • Family Estate Planning and Trust Services*
  • Risk Management and Asset Preservation Strategies
  • Cash Flow and Budgeting Analysis once again focused on coordination with federal SSDI and Medicaid and understanding of the requirements for disbursements from Special Needs Trusts.

Work with several state agencies as well as other advocacy groups along with legal and tax specialists in this area to help navigate the additional requirements to work with families with Special Needs family members. 


*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial.