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Mike Moonan, ChSNC®

Safe Harbor Special Needs Planning

Mike Moonan, ChSNC®

Safe Harbor Special Needs Planning

Mike Moonan, ChSNC®

Safe Harbor Special Needs Planning

Profession LogoFINANCIAL PLANNER

MIKE MOONAN  

As a Chartered Special Needs Consultant (ChSNC), I have seen firsthand how overwhelming it can be for families trying to protect a loved one with a dissability-while navigating complicated government systems, legal requirements, and financial uncertainty.

Thats why i founded Safe Harbor Special Needs Planning.

By far the most most common denominator w parents i work with who love their child deeply is the worry of " what happens when I am gone?" Who's going to care for my child?  Will they have enough assets to have a good quality of life?  At Safe Harbor, we aliviate that worry and make sure there is a plan in place for their child.

At Safe Harbor, we create plans that protect their childs benefits, housing , care , and long -term financial security.

I dont just explain the rules-I help families put those rules into action with a plan that actually works in real life today and decades from now.

I live and work in Northern California, and I specialize exclusively in helping parents of children with special needs. Whether you're just starting out or facing a complicated transition (like turning 18, leaving school, or a parent nearing retirement), I'll help guide the way.

At Safe Harbor, this isn't just a business - it's a mission. I'm here to make sure no family goes through this alone.

Firm Description

Your're not alone in this.

Raising a child with Special Needs is a journey of love, strength, and life long commitment.  You don't have to do it alone - we're here to help protect your childs further and give you peace of mind.

 

Hours

Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM

Cost

What Is a Special Needs Planner?

Main Office

3558 Round Barn Blvd
Santa Rosa, CA 95403

On the web

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Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts