Special Needs Planning Group

CONNECT

Address:

1250 Oakmead Pkwy. Suite 210
Sunnyvale, CA 94085-4037

Phone:

408-637-0242

SNPG

Special Needs Planning Group provides comprehensive and holistic financial planning advice as your advisor as well as an advocate for your family. 

 

Financial Planning

Comprehensive Written Financial Plan

Current & Future Financial Position     

Investment Strategies

Risk Management

Tax Management

Retirement (accumulation/distribution)

Estate Planning

Long term strategies and "what if" scenarios

 

Client Planning Tools & Special Needs Planning

Personal wealth management website

Letter of intent template and instructions

Life care plan – transition points

Funding special need trusts

Navigating the maze of support services

Assistance on choosing and drafting appropriate legal documents

Guidance on receiving, maintaining and preserving government benefits

No “do overs” – mistakes not acceptable or reversible!

 
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck