Special Needs.
Special Planning.

Let us help you make the right decisions to both build
and guard the future of your child with special needs.

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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
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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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Why should you be concerned with planning for your child with special needs?
It should be assumed that every parent would be interested in the long-term outcomes of their children. When that parent considers the reality of their child with special needs requiring life-long assistance and planning, the task becomes particularly daunting as the child will, in many cases, […]
Guardianship: Is it appropriate for your child?
As children with special needs approach age 18 (the age of legal majority in most states), many parents are overwhelmed with the new issues that they face as their children become adults. It’s a busy time in your child’s life as you deal with new decisions. […]
Is Self-Funding Your Child’s Plan Right For You?
By Heath Burch – CFP®, ChSNC® The Special Needs Planning Center Caring for a loved one with special needs can change the financial dynamic for a family, especially when you consider providing long-term support for your child. For many families, saving for retirement alone can be […]
How to Support the Organizations that Have Supported Your Family
As parents, we’re often interested in supporting those organizations that support our children with special needs. Here are some discussion points to make better and more informed plans in your giving strategies. Give today and give cash: As long as the charity is on the IRS […]
A Special Needs Planning Timeline: 9 Steps to a Sound Family Plan
Planning for the future well-being of your children is a daunting task for any parent. Add the complexity of adequately providing for the future care of a son or daughter with special needs and the process becomes exponentially more challenging. Any special needs plan requires thoughtful […]
Tax Tips for Parents of a Child With Special Needs
Do you have a child with a disability? If so, there may be income tax deductions, exemptions or credits available to you.
Achieving a Better Life Experience (ABLE) Act Summary & Review
The Achieving a Better Life Experience (ABLE) Act is designed to provide individuals with disabilities and their families the ability to create a savings account to pay for disability related expenses.
Child Support for an Adult With Disabilities: What Does the Law Say
Can a parent be required to financially support a child who reached the age of majority? Not surprisingly, that answer depends on where you live.


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