A Special Needs Plan

A Special Needs Plan is a finance institution located at 101 North McDowell Street in Charlotte, North Carolina, United States. Our nationwide planning advisory firm was founded to assist families with special needs who may struggle with the daunting task of planning for the future care and financial well-being of their loved ones. We understand the complexities involved in coordinating legal and financial considerations, communication plans, tax strategies, and governmental benefits, which can often be overwhelming.

Our expert team of experienced professionals is here to alleviate your frustrations and fears by providing personalized guidance and support. Whether you need assistance with estate planning, investment strategies, or securing government benefits, we are dedicated to helping you navigate the intricate world of special needs planning.

As a token of appreciation for visiting our website, we invite you to claim a free copy of The Family Advocate: A Guidebook to Special Needs Planning. This informative booklet is designed to educate families on the essential steps needed to safeguard the future of their loved ones.

Please feel free to reach out to us with any questions or concerns regarding your family's financial future. Securities, investment advisory, and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, a member of SIPC. Please note that A Special Needs Plan, MML Investors Services, LLC, and our team members are not authorized to provide legal or tax advice. We recommend consulting your personal attorney, legal counsel, or tax advisor for specific guidance on legal and tax matters. Thank you for considering A Special Needs Plan to assist with your special needs planning needs.