Special Needs Planning
At Creative Planning, we can help ease the burden of managing the many complexities that come with caring for a loved one with special needs and/or disabilities, from difficult-to-interpret legal language to disjointed financial plans. Download our free guide to learn essential things to consider to make sure you and your family members are well cared for.
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Comprehensive solutions for families with special needs and disabilities
Every family with a loved one who has special needs and/or disabilities deserves a trusted partner to help them navigate their financial life. It doesn’t have to be a choice between caring for your loved one and your own financial freedom. You need an effective plan in place to ensure your loved one is taken care of both personally and financially should you ever become unable to support them, while also ensuring you’re balancing their needs your own personal financial needs.
Navigating all your special needs and financial planning issues
Family estate planning using special needs trusts
Maximizing government benefits and other assistance
Intelligent transfer of wealth to beneficiaries with special needs
Leveraging the use of ABLE accounts
Education transition and housing plans for family members with special needs
Financial planning
Retirement planning
Investment management
Our Approach
The combination of medical and services support, legal support, financial support and benefits coordination can create many challenges for families with special needs, from difficult-to-interpret legal language to disjointed financial plans. Our goal at Creative Planning is to ease the burden of managing these elements by creating a comprehensive plan that puts the well-being of your family at the center. Our trust advisors, attorneys and wealth managers are educated in the evolving challenges for families with special needs and disabilities.
Our Team
At Creative Planning, we support the families of those with special needs with a team of credentialed, educated, experienced and action-oriented advisors, including CERTIFIED FINANCIAL PLANNER™ practitioners, Certified Public Accountants, insurance specialists, attorneys and other professionals dedicated to helping you support your loved one’s long-term needs while also planning for your own financial future. We provide custom fiduciary advice that puts the best interests of you and your loved ones first, at all times.
