Special Needs Planning

Financial planning for your aging loved ones or a family member with special needs

Champlin & Associates can help protect the ones you love

Special Needs Planning

At Champlin & Associates, we understand that almost everyone has concerns when it comes to planning for the future care of a loved one with special needs or disabilities. This road can be challenging, but we can help develop a road map. An integrated long-term financial strategy can help provide for your loved one's needs along with helping meet the needs of your entire family.

Our knowledgeable team can help you wade through the complex process of special needs planning. We will work with your trusted advisors to help you figure out the best financial and health strategy for your family—while helping you avoid pitfalls and costly mistakes to maximize the benefits your loved one can receive.

Elder Care Planning

As our population ages and life expectancy rises, many of us find ourselves responsible for the care of our elderly family members. It's important to know that there are options for you and your family when it comes to planning and preparing for the future.

At Champlin & Associates, we can help you plan for the care of your aging loved ones. Elder care planning combines asset protection, insurance, estate planning and savings strategies. This plan starts first with evaluating the needs and wishes of your family member(s). Then, in coordination with your attorneys, accountants and any other trusted advisors or health care professionals, we can help you get on the right path to planning and preparing for the future.

Learn more about how we can help you plan for the care of your loved ones.  Contact Us.