Atlantic Wealth Brokerage

Clients with Special Circumstances

Caring for a Family with Special Needs:

Special Needs Require Special Planning
	Planning is essential for all families, but for families with special needs children, they can be unsure how to move forward. 29% of parents with special needs children have made no plans, and 73% have not begun setting aside money.¹ For these parents, the idea of adding financial planning to an already hectic schedule seems daunting. They need the help of a trusted advisor like you to consider what might happen to their child if they rush through critical decisions or don’t plan at all. Help your customers with special needs children see the path forward by sharing these case studies, each of which look at practical strategies for families with special needs children. Advisor Guide Consumer Brochure Special Needs Fact Finder