Special Needs Planning

Special Needs. Special Planning.
Their goal is to help parents throughout the different stages of their child's development by assisting families in creating customized plans that help ensure the loving, personalized care you would expect for your child while also helping the parents reach their own financial goals.
Planning Resources
When you have a child with special needs, there is so much you need to know to reach your financial goals for yourself and your family. In addition to meeting with one of our advisors, here are some additional tools to help along the way.
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Meet the Team

Heath Burch
Private Wealth Advisor, CFP®, CTFA, ChSNC®
With degrees in both Finance and International Business, Heath’s financial career began in 2000, and soon after, he found his calling in helping families who have children with special needs.
And as a CERTIFIED FINANCIAL PLANNER™ professional, Certified Trust & Fiduciary Advisor, and Chartered Special Needs Consultant® he has the insight and experience to help develop a plan that’s suitable for both you and your child’s needs.

Scott Adams
Private Wealth Advisor, CFP®, CTFA, ChSNC™, ChFC®, CLU®
Scott is the proud parent of three children with special needs who understands the specialized knowledge required to plan for their unique future.
Since becoming a financial advisor in 1994, Scott has earned designations of CERTIFIED FINANCIAL PLANNER™ professional, Certified Trust & Fiduciary Advisor, Chartered Special Needs Consultant®, Chartered Financial Consultant®, and Chartered Life Underwriter®.
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Are Not NCUA or otherwise |
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