Children with special needs also need special financial considerations. That’s why Heath Burch and Scott Adams founded the Special Needs Planning Center. Their goal is to help parents throughout the different stages of their child’s development, while also helping the parents reach their own financial goals.

Planning Services

When caring for a child with special needs, the options can be overwhelming. The dedicated team at The Special Needs Planning Center can help you create financial plans that will help ensure a level of quality care for your child during and after your lifetime, and will prepare you and your family for the following:

Meeting Social Security Qualification Guidelines
Establishing Special Needs Trusts
Retaining Guardianship
Coordinating Family Assets
Creating Continuity of Care Documents
Planning for Post-Education
Settlement Planning
Learn More


When you have a child with special needs, there is so much you need to know to reach your financial goals for yourself and your family. In addition to meeting with one of our advisors, here are some additional tools to help along the way.

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May 2022 Economic Update
U.S. Markets Stocks were mixed in May as a powerful rally in the final week of trading helped recoup losses from earlier in the month. The Dow Jones Industrial Average picked up 0.04 percent, while the Standard & Poor’s 500 Index added 0.01 percent. The Nasdaq […]
South Dakota vs. Delaware Situs – Which is Best?
The topic of South Dakota as a favorable trust situs often leads to a discussion comparing the virtues of South Dakota versus Delaware. Which jurisdiction is best? Why South Dakota? Since abolishing the rule against perpetuities in 1983, South Dakota has worked diligently to become the […]
Special Needs Trusts
A special needs trust (SNT), sometimes referred to as a supplemental needs trust, is a trust that is established for the benefit of a physically or mentally disabled person, or a person who has other special needs, such as chronic illness, while still allowing such persons […]
Premium Assistance Under Medicaid & Children’s Health Insurance Program
You may have access to a premium assistance program that can help pay for coverage if you or your children are eligible for Medicaid or CHIP (or HIPP in MO & KS) and you’re eligible for health coverage from your employer. Learn More
Children’s Mercy Park Adds New Amenities to Promote Inclusivity
Sporting KC and The Victory Project have partnered with Variety KC to create a more inclusive experience at Children’s Mercy Park with new amenities to make soccer more accessible. Read More
Sensory-Friendly Activities Around KC
Check out some of the city’s most popular, inclusive attractions. Enjoy some fun for the whole family! Get the Scoop


Interested in learning more about how you can plan for your family’s future? Come to our workshops.