Special Needs Planning

ABW Advisors offers special needs planning, which is traditional financial planning customized for the needs of families who have a loved one with a disability.

Special needs families face unique financial and life considerations, such as disability-related time and money demands, qualifying for government cash and medical benefits, planning for two generations instead of one, and the eventual transition from parents as primary caregivers.

ABW’s Neil Mahoney is the dad of adult twin boys who have disabilities and require full assistance with every aspect of living. For over 20 years Neil’s family has experienced many of the financial and emotional factors that come with caregiving. Based on this experience, ABW’s special needs planning services are designed to make life easier for special needs families and achieve better outcomes for both the loved one with a disability and the entire family.