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WE CARE.
WE’RE QUALIFIED.

Your source for special needs planning, nationwide.
Care, protect, grow – financial planning across generations.

Learn How We Can Help

What is All Needs Planning?

At its core, All Needs Planning is a team of caregivers formed to provide real-world special needs planning for families. In addition to being parents of special-needs children, we are also a highly qualified team of professionals who specialize in holistic, special needs planning focused wealth management, customized to the needs and goals of your family.

 

All Needs Planning works with families from all backgrounds, at every stage of life, and with a variety of special-needs diagnoses. Our mission is to provide crucial special needs planning solutions to individuals, families and caregivers to confidently manage the future. We empower you through compassionate financial planning, legal strategy, and wealth management.

Our Story

Testimonials

Michele G.

“I wouldn’t be able to make an informed decision about my next career steps — even though the plan changed from last year,  as it inevitably does — without all of you as integral partners. I am excited about the year ahead and hopeful that each of us (moms and kids) will continue to make positive progress and find more moments of happiness.  It’s been a long time coming.”

Dan M.

“Thank you for the support my family has received from your entire team. Refining our financial plans for the highly uncertain future of our autistic grandson is something we never anticipated doing. Your knowledge and experience have given us confidence that we are doing everything we can to make our plans work for everyone in our family. What struck us the most about working with the All Needs Planning team is that your professional competence in all aspects of this highly specialized field is complemented by true empathy and a deep, personal understanding of the challenges and fears people in our situation experience.”

Page A.

WE DID IT !! Thank you both for all your help and influence! I am one happy woman over here. Just got finished with checking out a handicap van. Going to hire a company to have reevaluation driving course and help me decide exactly what I need for the van. Moving forward on this end and I am so happy! I don’t even have enough words to explain how grateful I am to you guys for helping me out. Your direction has meant more to me than I can explain as I was very ignorant and had hit rock bottom because of my divorce. THANK YOU THANK YOU!!

Michele G.

“I cannot fully express how grateful I am to have found you. Honestly I have been floored by your responsiveness and I have wept with relief several times this week already, just from the knowledge that we are not alone and are no longer hindered by our ignorance.”

Michael H.

“Thank you for your patience, time, knowledge, great communication skills. I appreciate you taking time to explain all this to us. I’ve been digging into it myself for a while and always seem to end up feeling… stuck and confused. You definitely helped me cut through that today. Thank you!“

Tracy W.

“I wish there were a way to express our thanks with words that reflect the depth of our gratitude. I hope you know what peace it brings to our entire family… knowing there is a whole network of people who care about us and are determined to keep us from messing up in a major way.“

Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. Additional information about Sound Income Strategies, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # 173272.

Your Vision, Your Family, Our Support

By working with All Needs Planning, your family will receive a customized special needs plan – an action roadmap aimed at caring for, protecting, and providing opportunities for growth for every member of the family. Our comprehensive approach is designed to bring your vision for today and tomorrow to fruition. Our qualifications and backgrounds include Chartered Special Needs Consultant, a Doctorate in Human Behavior, and decades of experience navigating both the financial and advocacy world.

Our Team
Where Are You Now?
Our assessment survey consists of 10 questions that will help you better understand where you are now in your special needs planning journey, and how to get where you want to be.
Get Your Score Here

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Take Advantage of Our Media Center

One of our goals as special needs planners is to keep special needs families informed, educated, and up to date on important issues. Toward that end, we’ve created a media center designed to provide timely blog posts, feature articles, and press releases focusing on news and topics relevant to the special needs planning and disability community. Check it out!

Read More Now
Download Our Informative, Free Special Reports!

To learn much more, download the free educational reports on special needs financial planning we’ve created specifically for caregivers and families like yours.

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