Special Needs Planning

COMPREHENSIVE SPECIAL NEEDS PLANNING

You might be feeling lost when it comes to the "alphabet soup" of Special Needs benefits, rules and resources. At First Dominion Financial Group our planning team have walked the walk and have first-hand experience with some of the same issues we assist our clients with. We realize its not all about products and documents, It's about putting together a plan and process that brings the comfort and peace of mind that your loved ones will always have the resources needed to have the brightest future. When a child is born with special needs it is usually unexpected and can have an emotional impact. It can cause us to freeze up and prevent us from important financial decisions. Because of the unique needs of each family who have a member with disabilities, it's important to consider Family and Support Factor, Emotional Factors, Financial Factors, Legal Factors, and Government Benefits Factors. Our team works with families to develop a coordinated and comprehensive plan that provides for the lifetime of the needs of the individual. Our firm delivers real strategies to the most complex situations. We are proud to specialize in addressing the ongoing care and planning concerns for families with loved ones who have Special Needs.

Special Needs Require Special Planning and Processes

The Planning for your does not take the traditional path. Special Needs Planning is planning for two generations; taking in to account both you and your child's lifetime(s). We help families implement long-term strategies for their loved ones and navigate the complex maze surrounding special needs benefits, resources, and planning.

We help answer questions like:

• How much will future care cost for my child?

• How will I fund those costs?

• What do I need to do to prepare for my child's transition to adulthood?

• How can I avoid disqualifying my child for benefits?

• What common mistakes should I watch out for?

Our approach is to break the planning process into manageable steps and a defined process and then integrate these to form your Comprehensive Special Needs Financial Plan. We help you build a team for the long-term peace of mind and ongoing support you need. Our team members are either advocates, ChSNC® ( Chartered Special Needs Consultants) , or some other specialist experienced in the area of special needs planning.

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