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.

View All
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
September 2021 Economic Update
U.S. Markets Signs of an improving labor market, strong corporate earnings, and more clarity from the Fed on its tapering plans propelled stocks to multiple record highs during August. The Dow Jones Industrial Average gained 1.22 percent while the Standard & Poor’s 500 Index rose 2.90 […]
June 2021 Economic Update
U.S. Markets Stocks traded in a narrow range in May, with technology and other high-valuation companies under selling pressure. The Dow Jones Industrial Average gained 1.93 percent while the Standard & Poor’s 500 Index rose 0.55% percent. The Nasdaq Composite, home for many technology and high-growth […]


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