About Our Services

Special Needs Financial Planning

Every family's situation is unique-and the level of support they need is unique too.

Special needs planning brings the together the financial, legal, and government benefits pieces that protects a child's long-term care, independence, and stability.

​At Safe Harbor, we provide a clear roadmap so parents can avoid costly mistakes and gain peace of mind knowing their child's future is secure.

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What We Do

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A complete special needs plan coordinates the essential areas families rely on:

Government Benefits

 (SSI, SSDI,MEDI-CAL, ABLE)

Estate &Trust planning

Lifetime funding strategies

Housing and care planning

Employment &transition planning

Because every family's needs vary, Safe Harbor offers three levels of guidance -

beginning with foundational benefit protection all the way up to comprehensive lifetime care coordination.

 

Who We Serve

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Safe Harbor helps parents for the lifetime support of a child or adult with:

Developmental disabilities

Intellectual disabilities

Autism

Physical disabilities

Neurological or genetic conditions

Mental health conditions that impact independence

Our planning simplifies the complexity,protects essential benefits,and gives parents clarity and confidence moving forward.

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