Through our unique, personal and professional experiences, our team came together to help serve special needs families. Although our individual motivations to serve may differ, as a group, we share the same mission.
Our mission is to positively impact the lives of people with a disability and their family by helping them develop a tailored Special Needs Financial Plan.
By assisting families with their planning, we provide access to information and specialists to help identify the appropriate financial, legal and government programs to help fulfill their loved one's day-to-day needs, as well as their long-term plans for care.
Tell us about your special needs issue and we will put you in touch with Connor Kavanaugh ChSNC