Special Needs Planning | Shoreline Financial Strategies

Our Special Needs Planning team is trained to work with families who need help creating a comprehensive financial strategy for their loved one with special needs. We work with clients to bridge the gap between community, government and long term support. We develop a comprehensive financial and social strategy to assist individuals to live the life they desire.

Strategies for funding a special needs trust

Government benefits and eligibility

Finding the right attorney

Planning a “three-person retirement”

Multigenerational wealth management

Advanced insurance planning

Investment advisory solutions

Tax planning strategies for special needs situations

Additional Resources

Special Needs Planning Team

Our Special Needs Planning Team at 1847Financial works with clients to bridge the gap between community, government and long term support. They develop a comprehensive financial and social strategy to assist individuals to live the life they desire.

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Special Needs Planning Checklist

Establishing lifetime care for a child with special needs requires careful planning. Taking the first step is much easier when you are prepared and know the important aspects of a successful plan.

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