Broker Check

WHO I WORK WITH

Families with Special Needs Dependents

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.  

Learn more
Professionals & Advisors

Professionals & Advisors

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

Learn more
ABOUT US

ABOUT US

Donald T. Brown, ChFC, ChSNC, CASL
Financial 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 a dependent 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 on topics including retirement planning to corporate clients. Don demonstrates a broad, long-standing commitment to local community and philanthropic service. He is an over 20-year volunteer with Camp Fatima of New Jersey, an all-volunteer one on one camp for developmentally challenged children. He annually acts as a camp activities staff member as well as 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:

  • Retain government benefit eligibility
  • Provide a lifetime of care focused on quality of life
  • Securely plan for their loved one without sacrificing their retirement funds

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.

My SERVICES

Workshops

Workshops

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

Learn more
Second Opinion Estate Planning

Second Opinion Estate Planning

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

Learn more
Employee Benefits

Employee Benefits

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

Learn more
Retirement Planning

Retirement Planning

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

Learn more
College Funding

College Funding

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

Learn more
Special Needs Planning

Special Needs Planning

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

Learn more

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

Get Advice

REVIEWS

CREDENTIALS & ASSOCIATIONS 

              


                                                                   

Have a Question?

Thank you!
Oops!