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Sandi Jo Goddard, CLU®, ChFC®

Northwestern Mutual

Sandi Jo Goddard, CLU®, ChFC®

Northwestern Mutual

Sandi Jo Goddard, CLU®, ChFC®

Northwestern Mutual

Profession LogoFINANCIAL PLANNER

Sandi Jo is passionate about assisting families with special needs. She is experienced in special needs planning including navigating third-party benefits and the legal issues involved in planning for a dependent with special needs.

Firm Description

Beyond One Day at a Time: Planning for Your Future and the Lifetime of a Person with Special Needs

Like so many people, the idea of planning for the long term can be overwhelming and even more so when you have a loved one with special needs. You may be caring for a dependent child, sibling, or spouse, with challenges ranging from a physical or cognitive disability to difficulty with independent living or self-care. Whatever your particular situation, having a reliable financial plan is the best way to be sure there will be funds available well into the future for your loved one’s medical care, education, and long-term support, as well as necessities for yourself and/or another caretaker.

Hours

Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:30 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM

Cost

What Is a Special Needs Planner?

Main Office

200 SW Market Street
Portland, OR 97201

On the web

View Firm Website


Topics

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