Special Needs Planning
Secure Your Future and Responsibly Safeguard Your Family’s Well-Being
We design a plan that works for you, your family, and your assets
Avoid financial strains and costly legal hassles
Gain certainty, secure peace of mind, and maintain control
Leave a legacy of love
Getting Started is Easy
We DO NOT share your information…Ever
They Can’t Afford the Wrong Plan
- If you don’t plan correctly, they can lose their benefits
- They don’t have to do without the benefits of an inheritance (and preserve their rights to other benefits)
- The wrong plan puts their future in danger by leaving them a lump sum of money.
- One mistake in your plan can lead to their benefits being reduce or cancelled. You need to use somebody that has education and experience.
Protect Their Benefits
Extras
Your plan can provide for extras their benefits don’t pay for.
Rest Easy & Stop Worrying
Your plan will give you peace of mind and confidence that you’ve done all you can to protect, preserve, and provide.
We Get it…You Worry About Your Family
We’ve helped many people just like you plan for their future
Special needs planning can be intimidating and seem difficult. Not only are you forced to think about what happens when you die, but you also have to make potentially family and life altering decisions.
The good news is — it doesn’t have to be this way!
With a little help, you can be sure that your assets go to whom you want, when you want, and in the way that you want. I offer a free 15-minute call just to get to know each other and Discover if … and how … I can help you. Book a call now.
Your Guide to Success
I know first hand how hard it is to lose somebody and the headaches that follow. I know the importance of having a plan in place.
My father passed away of a sudden heart attack in 2010. Because of this, mom and I had to take the family ranch through probate – for the third time since 1975. This was an extremely long and stressful process and it is the last thing that anyone wants to go through while they are mourning.
I decided then and there a better way must exist. And it does. That better way is an effective estate plan.
I’ve helped 1000’s of families avoid probate and other legal messes.
How it Works
Free Planning Consultation
Schedule a free in-person consultation to discuss your needs and goals. Start your estate planning journey with personalized guidance tailored to your unique situation.
Customized Plan
I will create a comprehensive estate plan, including wills, trusts, and powers of attorney. Gain clarity and confidence knowing every detail of your estate is planned and protected.
Ongoing Support
With your plan in place, enjoy the peace of mind that comes from knowing your future is secure. Experience relief and assurance that your assets and loved ones are safeguarded according to your wishes.