200 Schulz Drive
FAMILIES WITH SPECIAL NEEDS DEPENDENTS
Provide a lifetime of care that helps to ensure the quality of life for their loved one with special needs
SECOND OPINION ESTATE PLANNING
We show families regardless of their economic status,how to make the most of their resources
RETAIN GOVERNMENT BENEFIT ELIGIBILITY
Securely plan for their special needs dependent without having to sacrifice their retirement to do it.
Having a special needs dependent means a focus on quality of life and a lifetime of care when approaching financial security.
Without the proper knowledge even the most well intentioned professionals can make mistakes when it comes to Special Needs Planning.
Donald T. Brown, ChFC, ChSNC, CASLFinancial Planner, Special Needs Planner
Don Brown has been in the financial services industry for more than 30 years. He has been recognized as an industry leader in both personal production and management. Educating individuals and families on how to properly plan for dependents with special needs is a primary focus of Don’s practice. He regularly presents to local support groups and nonprofit organizations. Don also provides assistance to local businesses and is a board member of his local Chamber of Commerce. In addition, he runs employee workshops for corporate clients on topics such as retirement planning. Don demonstrates a broad, longstanding commitment to local community and philanthropic service. He has volunteered for more than 20 years with Camp Fatima of New Jersey, an all-volunteer, one-on-one camp for individuals with developmental challenges. He annually acts as a camp activities staff member and serves on their finance committee.
Don is a graduate of Rutgers University with a degree in Economics and Finance and holds his Series 6, 7, 63, and 24 security licenses along with his life, annuity, accident and health licenses. He has earned the Chartered Financial Consultant, Chartered Special Needs Consultant, and Chartered Advisor for Senior Living designations.
Welcome to SPECIAL NEEDS FUNDING COACH!The special needs community has been my primary focus for decades. Too often, the answers to “What will happen to my loved one with special needs when I’m gone?” are focused on legal documents, government programs, and adult/transition programs. While these things are also critically important, families and professionals often don’t know how to financially plan to:
The fact is...it is not their fault if no one has shown them how. That is where Special Needs Funding Coach comes in. With our customized assistance and specialized resources, families can more effectively plan for their unique situations and hopefully enjoy more peace of mind. Let us know how we can help you.
By far the most effective way for us to educate both families and professionals...
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