As parents of special needs children ourselves, we've spent our lives planning for our families' futures. We've dedicated our careers to guiding families through the complex realities of special needs planning. This book represents decades of care, advocacy, and financial experience — written to empower families everywhere to create lasting security.
Our professional focus is financial planning, advocacy, coordination, and investment management, including:
- 13 years in special needs planning
- 30+ years in financial planning
- 250+ families served through our planning
- 5,000+ families, advocates, and self-advocates educated
Together, we lead All Needs Planning to help families just like ours.