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WHO I WORK WITH

Families with Special Needs Dependents

Having a special needs dependent means a focus on quality of life and a lifetime of care when approaching financial security.  

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Professionals & Advisors

Without the proper knowledge even the most well intentioned professionals can make mistakes when it comes to Special Needs Planning.

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ABOUT US

Donald T Brown, ChFC®, ChSNC®, CASL®
Financial Planner, Special Needs Planner

Welcome to the 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 Special Needs dependent when I’m gone?”are focused around legal documents, government programs, and adult/transition programs. While these things are very important, families and professionals don’t know how to financially plan to:

· RETAIN GOVERNMENT BENEFIT ELIGIBILITY

· PROVIDE A LIFETIME OF CARE THAN ENSURES THE QUALITY OF LIFE FOR THEIR CHILD WITH SPECIAL NEEDS OR SPECIAL NEEDS DEPENDENT

· SECURELY PLAN FOR THEIR SPECIAL NEEDS DEPENDENT WITHOUT HAVING TO SACRIFICE THEIR RETIREMENT TO DO IT!

The fact is, it is not their fault. No one has shown them how! That is where Special Needs Funding Coach of Integrated Financial Concepts comes in. With our workshops and resources designed to guide and educate families with Special Needs Dependents practically plan for themselves and their dependents.

My SERVICES

Workshops

By far the most effective way for us to educate both families and professionals... 

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Second Opinion Estate Planning

Too many people believe Estate Planning is only for the wealthy. While that is clearly...  

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Employee Benefits

Whether you are a family with a Special Needs dependent or part of a ... 

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Retirement Planning

Getting to a place where we know our guaranteed sources of income and our... 

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College Funding

Along with a comfortable retirement, most families would like to help provide their children... 

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Special Needs Planning

One of the most important issues to parents and guardians of special needs dependents... 

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Whether a family or related professional, we provide resources, answers and expertise for Funding Special Needs Life Planning. Ask us how.

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REVIEWS

CREDENTIALS & ASSOCIATIONS 

                    


                                          

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