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Woman Working Thoughtfully

Clarify for 
Their Future.

Peace of Mind
for Yours.

Planning for a family member with special needs requires precision.  We replace uncertainty with concrete data, protecting government benefits while enabling a lifetime of exceptional care.

The JCG Standard

We bridge the gap between traditional wealth management and specialized care strategy, executing family-focused plans across multiple planning disciplines.

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  • Lifetime Cost of Care Determination

  • SSI & Medicaid Eligibility Preservation

  • Special Needs Trust Funding

Removing the Guesswork:
The Lifetime Cost of Care

The most common question asked by special needs parents is "how much is enough to provide for my child's care when we are gone?"  It is also the most difficult question to answer.

Estimating every expense for a lifetime - residential, medical, educational, vocational, personal - can be overwhelming.  That's why we combine our extensive experience, community contacts, and first-party research to develop custom care estimates for your family.  No rules-of-thumb or guesstimates.  And each analysis is performed by a Chartered Special Needs Consultant (ChSNC®); the only financial industry credential for professionals working with the special needs community.

Comprehensive Protection Strategies

A single misstep in wealth transfer can inadvertently disqualify a loved one from vital government programs.  We structure your wealth to enhance their life, not complicate it.

A Vetted Ecosystem of Local Experts

Proper special needs planning is never done in a vacuum, and never by one person; it requires a highly coordinated team of specialists.

Over our years of practice, we have cultivated deep, longstanding relationships with the region's top professionals.  We serve as the financial quarterback for your family, ensuring seamless communication across your entire advisory team.
Special Needs Attorneys

Collaborating on the drafting and execution of First-Party, Third-Party, and Pooled Special Needs Trusts.

Benefit Advocates

Partnering with specialists to navigate the complex application and appeals process for state and federal aid.

Corporate Trustees

Providing vetted recommendations for institutional trustees who truly understand the nuances of special needs distributions.

Accountants & Tax Filers

Connecting families with professionals who know the in's and out's of trust filings and getting the most for their allowable deductions

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