Carefully analyzing your unique situation to develop your strategy.

Secure Planning Strategies is passionate and experienced in providing financial planning services and solutions to families with a special needs family member. We offer consultations as well as assistance in implementing the necessary financial and legal plan. The planning process addresses multiple issues including:

• Eligibility for government benefits
• Coordination of State and Federal Funding
• Creation and funding of a Special Needs Trust
• Designation of future trustees
• Guardianship, if necessary
• Parents’ own planning
• Future residence
• Planned flexibility and continuity

Secure Planning Strategies partners with expert counsel from multiple disciplines to create a financial plan that meets their client’s specific needs. SPS is a full-service, problem-solving organization designed to provide services for your loved one both during your lifetime as well as after your death. Every family has different goals and objectives and a unique financial situation that requires a customized plan.

The following factors must be taken into consideration in planning a secure future for your loved one:

• Extent of disability
• Current cost of support
• Future increase in the cost of support
• Integration with Government assistance
• Family finances
• Needs of other family members