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Special Needs Planning

Mike is the parent of a child with a disability.  It is through his own personal journey that he discovered the distinct challenges that parents face when trying to plan for their family's financial future.

Michael has earned the designation of Chartered Special Needs Consultant (ChSNC™). A Chartered Special Needs Consultant™ can provide advice on a broad range of financial topics including special needs trusts; wills; power-of-attorney; guardianship; Social Security and Medicaid, and more. 

For many of the Michael's clients, their greatest concern is preserving the quality of life of a loved one with a disability who may outlive the caregivers’ ability to provide support. Michael has guided them through a decision-making process about their child’s future - such as housing, guardianship, government benefits, special needs trusts, and funding the potential cost of lifetime care.

Michael is a regular speaker and supporter at many organizations and schools that support parents of children with disabilities.