about us

Special Care Planning Team

Philosophy:

Our Special Care Planning Team’s holistic approach begins with a foundation of the key areas of traditional financial planning including financial position, protection, investments, tax management, retirement planning and estate planning. Then, it continues to address the additional planning dynamics that families with special needs face, including:

  • Life Care Planning
  • Government Program Integration
  • Family Dynamics
  • Legal and Tax Issues*
  • Financial Resource Management

Our process encourages communication among the family’s network of advisers, provides information, education, resources and specialists, and offers customized options that create financial and legal strategies unique to an individual’s situation.

Our team along with our extended team of legal and tax professionals help families to:

  • Address Current & Future Primary Issues
  • Uncover Potential Planning Pitfalls
  • Create a Special Care Vision
  • Identify Guardianship Needs
  • Prepare Wills & Other Legal Documents*
  • Identify Financial Resources
  • Coordinate Assistance Programs
  • Determine Current & Future Plan/Care Costs
  • Implement Necessary Strategies
  • Prepare a Letter of Intent
  • Determine Appropriateness of a Special Needs Trust
  • Identify Trustees, Guardians and Future Caregivers
  • Hold Family Meetings
  • Review Plan as Needed

If you believe our approach is right for you, or would like to more information to make that determination, please don’t hesitate to contact us for a confidential, no obligation consultation.

*Provided through our attorney and CPA network

Contact Our Team Today:

Beth Cartwright

Daniel Macri

Peter Vitale

Doug Vogel


CRN201807-215103