Special Needs Planning

Families with unique life circumstances that need to provide for themselves and their dependents, and navigate the complicated world of long term care and life planning. Special needs planning is planning for two generations; encompassing both your and your child's lifetimes.

Many times, parents will have to find a balance between the competing goals of planning for their own financial future and planning for the lifetime needs of their child with a disability. At GVA Wealth Management, we deeply understand the special needs landscape, understanding grant programs, housing needs, medical bills, as well as the traditional goals of financial planning.