Financial Planning for Families with Special Needs

"There is no greater wealth in the world
than peace of mind."

If you are financially responsible for a person with a developmental disability, you should know that, thanks to medical advances, new treatments and early intervention, children with disabilities are, as a population, outliving their parents.1 Over 75% of  disabled individuals live at home and in 25% of these households, the primary caregiver is over age 60.2 As a result, financial planning for your child's future is more urgent than ever.

Where will the money come from to pay for their needs in the future?
Who will step up for your loved one(s) when you’re gone?

Our goal is to help families with special needs understand the unique challenges they face and create strategies to successfully meet their financial goals.


  • We work to make sure that disabled children are not inadvertently excluded from government programs and support that is critical to their care.


  •  We counsel families about how to work with attorneys in order to construct an appropriate will and trust(s) for their child’s protection.


  • We help families build a pathway for their special needs children from financial dependence to financial independence.

Are you losing sleep because you haven't taken the steps you need to?
If you're like most people, you don't even know where to start!

Our six step financial planning process  will help you achieve peace of mind and security for your family. It will help you sleep at night knowing you have stepped up and taken action.

We offer a complimentary initial consultation to explain what we do and how our financial services can help you meet your own personal financial objectives.

Take the First Step -- Contact our Advisors today for a free consultation!

AXA in Action with ReelAbilities

1Bittles, A., Petterson, B., Sullivan, S., Hussain, R., Glasson, E., & Montgomery, P. (2002). The influence of intellectual disability on life expectancy. The Journals of Gerontology Series A: Biological Science and Medical Science, 57, 470-472.
2 Braddock, D., Hemp, R., & Rizzolo, M.C. (2008). The state of the states in developmental disabilities: 2008. Boulder, CO: University of Colorado, Coleman Institute for Cognitive Disabilities and Department of Psychiatry.