Special Needs Planning

We have more than 25 years of financial experience, including specialized financial planning for families with special needs. We are deeply committed to helping children with special needs, volunteering and providing financial support to the Special Olympics, as well as serving on the boards of health advocacy groups.

Below are links to valuable information, service providers, and agencies that can help you prepare and keep you up-to-date on issues important to your specific special needs situation.

Parenting Special Needs - Online Magazine

ARTICLE: What's So Special About Special Needs Planning?

ARTICLE: President Signs ABLE Act

ARTICLE: The ABLE Act and What It Means to You

ANNOUNCEMENT: Michelle L. Wheeler Earns Chartered Special Needs Consultant Designation

Let's Begin the Conversation!

Every journey begins with a single step.

When you are ready to begin your financial future, chart your path to retirement, or perhaps just make a course correction, we are here and ready to help.

If you have questions or just want to talk, please fill out this form, and we’ll be in touch to assist you in any way you need.

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