Schedule Your Free 15-Minute Coverage Review

Before you book, please watch the short video below. It explains who I help, how I help, and what to expect on our call. If it resonates, let’s talk.

Schedule a Free Consultation
On this call, we’ll:
  • Review your current coverage (life insurance, disability, employer benefits)
  • Identify gaps that could put your family at risk
  • Discuss strategies to fund your special needs trust and protect benefits
  • Determine if working together makes sense

This is a consultation, not a sales pitch. If we’re not the right fit, I’ll tell you.

Reviews from our clients

Review Image 1
Review Image 2
Review Image 3

Get Special Needs Planning Tips

Weekly tips on parenting, challenges, and long-term planning for special needs families.

Success message!
Warning message!
Error message!