Financial Planning for special needs familyAll families are different and unique. Some must care for a family member with special needs. Parents of Special Needs children have tremendous anxiety and concerns around ensuring a safe and happy life for their child. Recent estimates in the US show that about one in six, or about 15% of children aged 3 through 17 years have one or more developmental disabilities.1
Families with special needs children have more to prepare for. Not only do the parents have to consider retirement planning, wealth management, tax reduction strategies, and estate planning, but they must also put a plan in place to ensure a safe and meaningful quality of life for their child. Some issues to consider include:

• How much will be required from private resources? Read more
• Should you create a Special Needs Trust, and if so, what type? Read more
• Who are the best trustees and caregivers for your child? Read more
• Should your child be conserved? Read more
• What programs and services are available? Read more
• Are you maximizing public benefits? Read more

Our planning process will integrate your needs with the needs of your special needs child. The result will be clear objectives, an education around your alternatives, and peace of mind.

Let us guide you through the process of special-needs planning.

Schedule a complimentary 90-minute appointment to talk with one of our financial planners.


To learn more about Insight Wealth Strategies, please call us at (800) 318-7848, email us at or fill out the request information form.

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1. Boyle CA, Boulet S, Schieve L, Cohen RA, Blumberg SJ, Yeargin-Allsopp M, Visser S, Kogan MD. Trends in the Prevalence of Developmental Disabilities in US Children, 1997–2008. Pediatrics. 2011; 27: 1034-1042.