Special Needs Planning

No matter what the age or disability, parents of children with special needs have many serious questions about how to provide for their child's future well-being. We realize that you face unusually difficult planning decisions regarding the welfare of your child. The most important of those is probably how to provide for ongoing care after your death.

There are a number of important issues that need to be addressed including, but not limited to, government benefit eligibility, guardianship and/or conservatorship, and financial security. You will want to review all options and methods of implementing a plan that is just right for you and your family.

As a Special Needs Financial Planner, I will provide you with a complimentary, no obligation consultation to review your situation and share some specific steps you can take to plan for the future of your child with special needs. Please contact me at (703) 336-1232 for more information or to schedule a personal, confidential appointment.

Your Special Needs Financial Planner,
Jim Ibach