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Special Needs Families

Working to Navigate Your Unique Financial Position

Working to Navigate Your Unique Financial Position

 We offer comprehensive financial planning services tailored specifically for special needs families, including creating specialized trusts and future care plans and maximizing government benefits. Our team of experienced professionals are committed to guiding families through every step of the process with empathy, expertise, and unwavering support.

Frequently Asked Questions

What are some financial considerations unique to special needs families?

Special needs families may need to consider additional expenses for medical care, therapy, and special education services. They may also need to plan for long-term financial stability to support their loved one's needs as they grow older.

How can I ensure my child with special needs is financially secure after I'm gone?

You can create a financial plan that considers their long-term needs and protection, including setting up a trust, life insurance, and designating a legal guardian or trustee.

Can my child with special needs work and still receive government benefits?

Yes, it is possible for your child with special needs to work and still receive government benefits. Eligibility requirements may vary depending on the type of benefit and the amount of income earned.

How can we plan for the costs of therapies and specialized services for our child with special needs?

It is important to first assess their current needs and develop a comprehensive budget. We may also consider seeking financial assistance or exploring insurance coverage options to help manage the costs of these essential services.

Our Services

Comprehensive financial planning so you can experience more from your life and finances.

A well-conceived plan aids in financial success. Whether you're looking to grow your money over time, understand your retirement options or protect your assets, confidence comes from knowing you have a plan.

Explore Our Services

Insurance Planning

Financial Planning

Wealth Management

Investment Management

Speak with a Special Needs Professional

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 professionals:

Special Needs Division

Daniel Irizarry

Managing Director


Education: Business Administration MCC

Registrations and Licenses: Series 6, Life Health, Property & CasualtyDaniel Irizarry joined Allied Wealth Partners in 2018 in the role of Managing Director where he was tasked with championing...

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Mary Conover

Financial Advisor


Mary K. Conover joined Allied Wealth Partners in November 2021. Working out of the firm’s Jersey Shore location in Manasquan, Mary brings over 20 years of experience in the institutional investing industry. In previous experience...

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