Plan & Implement

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