Special Needs Planning

The special needs planning process begins with a complete review of your dependent's needs, future care plans, assessment of government benefit eligibility, and finally a review of your family's current financial and legal plans.

John Goldman is qualified to provide Special Needs Planning services.  Please contact him to schedule a no-obligation complimentary appointment to learn more.

Critical Issues That Must Be Addressed

  1. Protecting future government benefit eligibility for Supplemental Security
    Income (SSI) and Medicaid.

  2. Ways that a special needs trust can provide lifetime care while still preserving government benefit eligibility.
  3. Choice of trustee, guardian, conservator or client self-determination
    and advocacy training, if appropriate.
  4. Appropriate funding vehicles to fund a special needs trust, including life insurance. 


Our Special Needs Planners are available to present educational workshops which address all the issues listed above and is available to your organization, parent support group, school or business at no cost. Please contact John Goldman at JohnGoldman@FinancialGuide.com for more information or to schedule a workshop.




Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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