Planning for your loved one’s future today, for a confident tomorrow.
The Value of Special Needs Planning
Let’s Succeed Together
Growing up in a large family with four sisters with Down syndrome, I know firsthand that special needs planning isn't just about finances — it's about love, legacy, and making sure the people you cherish most are truly taken care of. That's what drives everything I do.
I started Special Needs Advanced Planning because I believe every family deserves to feel confident about the future. My approach brings together financial planning, special needs expertise, and a deep commitment to understanding your story — because no two families are the same, and no two plans should be either.
If you're ready to stop worrying about "what if" and start building a plan that actually reflects your family's hopes and dreams, I'd love to help.
The ABLE Account
ABLE Accounts offer a tax advantaged opportunity for people with disabilities to save money and grow their overall wealth without negatively impacting the means-tested government benefits they may rely on. But is it right for you? Click here to download my free guide "5 Reasons an ABLE Account Might Be For You."
Letter of Intent
The Letter of Intent gives you the opportunity to create a document, prepared by you and your loved one, that describes their vision for their life. Outlining specific information future caregivers will need to know, such as healthcare and therapeutic needs, lifestyle preferences, current and future projected financial needs, and so much more. Click below to download my free E-book titled “Drafting Your Letter of Intent in 5 Steps for More Peace In Your Future”
Join Our Community
Subscribe to my YouTube channel and join our community of families who are planning for their loved ones. Each week I will be on my YouTube channel answering questions that have been submitted to my in advance and I would love to meet you there!
Contact
Feel free to contact us with any questions.
Email
elizabeth@elizabethjlarson.com
Phone
(248) 841-1804
