Special Needs Planning Group
Business details
- Category
- Financial Services · Financial planner
- Address
- 4633 Old Ironsides Dr #430, Santa Clara, CA 95054
- Phone
- (408) 637-0242
- Website
- specialneedsplanninggroup.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Special Needs Planning Group helps families across Santa Clara and the South Bay plan for the long-term financial future of a loved one with a disability. We work as financial planners focused on the unique needs of special needs families, building plans that protect public benefits while securing support for the years ahead.
Our role is to bring clarity to complex decisions, so families know where they stand and what steps come next. Whether you are just beginning to think about future care or are reviewing an existing plan, we meet you where you are and explain each option in plain terms.
Book a consultation through our booking page to start the conversation at your own pace.
Our role is to bring clarity to complex decisions, so families know where they stand and what steps come next. Whether you are just beginning to think about future care or are reviewing an existing plan, we meet you where you are and explain each option in plain terms.
Book a consultation through our booking page to start the conversation at your own pace.