Special Needs Financial Planning

Click on any of the BIG BLUE BOXES below for our free resources.

The path of planning for your child with special needs requires a realistic vision, an understanding of potential resources, a detailed timeline, and a knowledgeable team. Taking the time to create your Custom Special Needs Plan™ may provide more clarity for your family’s future.

To schedule a meeting with Colin Meeks to learn more about our planning process for families that are raising a child with special needs simply click the button to the right of the video.

Below are some of our most popular planning resources for Special Needs Financial Planning.  These are "click and download" resources, just click what looks interesting to you and it will pop up as a PDF for you to save, print, or email to someone.

If you have any questions please feel free to call 410-663-0700 or email Colin.Meeks@LPL.com

 

 

 

 

 

 

Copyright © 2017 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MD, VA, PA, FLA, NJ, DE, WA, TX, GA.