Special Needs
Financial Planning
Planning for families like ours can be complicated. We can help.
We are CERTIFIED FINANCIAL PLANNERS™ and the parents, siblings, and loved ones of people with special needs.
For more than 25 years, we have been working with special needs families, like our own, to plan and invest for the future. As fiduciaries, we invest your money to meet your needs and achieve your goals.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.
Financial Planning
We start by working with you to build a strong financial plan that integrates your family’s goals and allocates your resources accordingly.
Investment Managment
Developing a financial plan helps you know what you’re investing for. Planning and investment strategy inform one another.
Caring Community: Build Your Team To Carry On
By pairing our clients with a collaborative team of dedicated specialists, we help you build a future that ensures your loved one is supported, cared for, and secure.
A Built For You Experience
The combined resources of Sequoia Financial Group provide a knowledgeable and experienced team dedicated to understanding each client’s unique story and objectives while delivering exceptional responsiveness and partnership to achieve their financial goals.
Built for you: How we work with clients to maximize their potential and meet their needs. Discover our process
Our Team
Built
For You
This is not just our business; it is our life.
“It's all about striking a balance.
Many times, parents will have to find a balance between the competing goals of planning for their own financial security and planning for the lifetime needs of their child with a disability. We can help."

Begin your journey with Sequoia Financial Group.
Where are you on the Special Needs Planning Timeline?
Your loved one's age will provide a starting point for our planning. We created the Special Needs Planning Timeline to highlight the key planning pressure points in your loved one's life.
Conciderations in Special Needs Planning
Here are the most common elements of a comprehensive special needs plan, which considers your whole family's goals and provides lifelong support for your child with a disability.
Disclosures:
This material does not constitute tax or legal advice. You should consult with a qualified tax, legal or financial advisor prior to making a final decision. The financial instruments discussed in this brochure may not be suitable for all investors and investors must make their own investment decisions based upon their specific financial situations and investment objectives. Information has been obtained from sources believed to be reliable, but we do not guarantee their accuracy or completeness. While we have taken great care in the preparation of these materials, we cannot be responsible for clerical, computational, or other errors. Except where otherwise indicated herein, the information provided herein is based on matters as they exist as of the date of preparation and may not be updated or otherwise revised to reflect information that subsequently becomes available, or changes occurring after the date hereof.
The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax preparation is done by a third party and not Sequoia Financial Group.
Alternative investments generally possess risks greater than the risks of traditional investments. The underlying investments contained within liquid alternatives securities typically involve market risk, conflict of interest risk, higher fees, liquidity risk, less regulation, default risk, counter party risk, leverage risk, interest rate risk, manager risk, market timing risk, short-selling risk, diversification risk, and foreign exchange risk. Alternative investments are often more volatile than traditional investments such as stocks and bonds.
Investment advisory services offered by Sequoia Financial Advisors, LLC., DBA Special Needs Financial Planning. Registration as an investment advisor does not imply a certain level of skill or training.
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