M&L Special Needs Planning, LLC is focused on serving families with individual(s) that have special needs. We know from personal experience that each one of us wants the comfort of knowing that we will be able to provide lifetime quality care for our individual(s) with special needs. We may be managing today, but what about next year or after we are gone? The emotional, intellectual and financial aspects of removing this worry can be overwhelming. M&L Special Needs Planning can help you gain some peace of mind and economic security for all of your family members.

We provide all families with a “discovery” consultation. This may be done in person or on the phone. During this session we listen to your families’ particular special needs circumstances, answer your questions and help you to determine the services that are appropriate for your unique situation.

M&L Special Needs Planning, LLC services clients in several distinct ways:

• The Comprehensive Special Needs Financial Life Plan
• Government Benefit Planning
• Insurance Needs Analysis Planning
• Consulting
• Speaking Engagements
• Working with Professionals