A Special Needs Plan
Financial Advising
Why pick this one
A Special Needs Plan focuses on families with special needs and has been in business since 2005.
Best for
- families planning for the future care of a loved one with special needs
- transition planning for young adults with disabilities
Look elsewhere if
- clients without special needs concerns
- those looking for basic financial advising without specialized focus
Specialties
- special needs planning
- transition planning service
Certifications
- licensed to sell insurance across multiple states
What makes them different
- focus on families with special needs
- comprehensive planning including government benefits
- guidance for transitions to adult life
- experience with small business owners
- Years in business
- since 2005
- Serves
- nationwide
Distilled from this business's own website.
Contact & Location
- Address
- 101 N McDowell St, Charlotte, NC 28204-2261
- Phone
- +17043267910
- Website
- https://aspecialneedsplan.com/licensing
- info@aspecialneedsplan.com
Services
- financial advising
- trust and asset management
- small business planning