The Allied Wealth Partners Special Needs Division was established to serve the unique estate planning and financial considerations of families with special needs.   

We understand that caring for a family member with special needs can at times seem to leave little time for anything else. That’s why our team of experts works with families to create personalized strategies that ensure their loved ones get the care they need in the future—not a “one size fits all” strategy, but individualized, customized solutions and plans that we call “exceptional plans for extraordinary people”.

Our team also provides valuable information covering a variety of special needs topics, including government benefits, special needs trusts, guardianship and transitions services.

Contact us today to develop a special strategy to create a more secure future for your child. During your initial meeting, you can receive a complimentary no obligation Letter of Intent template to help put your family’s wishes in writing.

To schedule an appointment or to have us speak at your school or parents special education committee meeting, please contact one of our special needs experts: