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Special Needs Planning

Helping provide the best future for your child with special needs

"Accepting our own mortality and then not knowing how our child will be cared for when we’ve gone is a burden that weighs heavily on us" - this is a concern echoed by many parents with children with special needs. Yet despite this real concern, perhaps you, like many parents, put off planning as you feel overwhelmed by the many complex and emotional decisions to be made around the future care of your child. This response is very understandable. Your child has so many needs. Your time is very precious. You want the best for your child but it’s difficult to take that first step and start talking about these issues.

Our team will support and guide you

We are passionate about helping children with special needs and their families.  What sets us apart is that we have been through it ourselves.  Our President and Chartered Special Needs Consultant, Jeff Jarrell, has a son with autism and one of our Group Benefits Coordinator, Phenia Simmons, has two sons with autism.  We are therefore sensitive to the issues facing people with special needs and their carers and we understand the entire family dynamic.

As well as knowing the difficulties you face first-hand, we are one of only two firms in the state of West Virginia to have credentials through an accredited university for special needs planning.  We specialize in supporting you through what is a unique planning process. We will listen to your needs and concerns, help simplify issues and figure out a comprehensive financial plan for the entire life of your child. We can help you with financial planning strategies to tackle issues such as taking full advantage of government benefits and protecting your child’s eligibility, retirement planning, special needs trusts and funding options – in addition, to offering assistance in finding education and utilizing resources.

Contact us to find out how we can help you provide the best future for your child with special needs

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck