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Mike Moonan, Special Need Planner

Safe Harbor Special Needs Planning

Mike Moonan, Special Need Planner

Safe Harbor Special Needs Planning

Mike Moonan, Special Need Planner

Safe Harbor Special Needs Planning

Profession LogoFINANCIAL PLANNER

MIKE MOONAN  

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

As a Special Needs Planner,  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