Broker Check

Special Needs Planning

Caring for the financial welfare of a person with special needs requires someone with deep knowledge of how to provide for a lifetime of quality care.  Barnum Wealth has designated Special Needs Planners who can create specific strategies and coordinate with your other special needs professionals to create a holistic life care plan, while balancing your own needs and those of other family members.   Through proper planning, you can protect your loved one, even when you are no longer here to provide for them.

We can help you implement strategies appropriate for your specific situation including special needs trusts, insurance, and estate planning.