Being the parent or caregiver for a person with Special Needs poses unique, stressful, challenging situations on a daily basis.  Often we are more concerned with the urgent than the important.  While there is no way to avoid the issues that come up at a moment it is urgent that our plans are ready to meet challenges if our lives change in an instant.

The key to planning for Special Needs is a coordinated effort among your financial advisor, attorney, medical professionals and countless others who help along the way. Communication of your plans are also critical.  The generous gift from an aunt/uncle or grandparent could jeopardize a well executed plan.  The government benefits available are a valuable resource and it is important the every family member is aware of your plans.

The Special Care Planner receives advanced training and information in estate and tax planning concepts, special needs trusts, government programs, and the emotional dynamics of working with people with disabilities and other special needs and their families. The certificate program is offered by The American College in Bryn Mawr, PA.

Please look at the resources available here and please email me if you have questions or would like to discuss your situation on a confidential basis.  ccollier@finsvcs.com


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Chris Collier is licensed to sell insurance in AZ, CA (CA License Number 0B85667), FL, IL, IN, KS, KY, MI, MN, NC, OH, OK, SC and VA and securities in AL, CA, IN, KY, MI, MN, OH and PA

We cannot communicate with, nor respond to, requests from people who reside in states where we are not licensed to conduct insurance and/or securities business.

I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investors Services LLC, member SIPC. Supervisory address: 900 East 96th Street, Suite 300, Indianapolis, IN 46240, (317) 469-9999.

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