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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   ChSNC

I founded Safe Harbor Special Needs Planning with one goal in mind: to give families peace of mind.

As a Chartered Special Needs Consultant® (ChSNC®), I've seen firsthand how overwhelming it can be for families trying to protect a loved one with a disability - while also navigating confusing gonment systems, legal requirements, and financial uncertainty..

My background is unique.. I'm a former professional athlete, a lifelong coach, and a financial planner who brings clarity, compassion, and structure to every family I work with. I don't just explain the rules- I help families create a plan that actually works, long-term.

I live and work in Northern California, and I specialize exclusively in helping parents of children withs pecial 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

View Firm Website


Topics

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