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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

At Safe Harbor Special Needs Planning, my mission is simple: to give families peace of mind.

I’m Mike Moonan, a Certified Senior Advisor and dedicated Special Needs Planner. Working with families of children with special needs isn’t part of what I do — it’s all I do. I’ve built Safe Harbor to be a trusted partner for families looking to protect their child’s future, preserve vital benefits, and create a plan that brings clarity and calm.
Parents come to me overwhelmed by questions like:  
*What happens when we’re gone?*  
*How do we protect benefits without losing flexibility?*  
*Who will make sure our child is safe, secure, and supported in the years ahead?*

I’ve walked this path with countless families, and I’m here to guide you with empathy, strategy, and solutions that work.

When I’m not helping families plan for the future, I’m likely on the court. I’m a Senior Pro Pickleball Player and the Lead Teaching Pro for Engage Pickleball, where I help players of all ages improve their game with purpose and precision.

My partner Ginger and I split our time between Northern and Southern California, and we love exploring new places with our loyal dog, Max. Whether I’m coaching on the court or planning with a family across the table, I believe in showing up fully — with heart, clarity, and commitment.

Let’s create a future your family can rely on.

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

360 Willow Avenue
Garberville, CA 95542

On the web

View Firm Website


Topics

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