Dispenza Financial provides special needs planning services tailored to support families and individuals facing the unique financial, legal, and care challenges that arise with disabilities or lifelong special needs. We work with other professionals, such as attorneys and CPAs, in designing holistic plans that help preserve government benefit eligibility, such as Medicaid and SSI, while securing long-term resources that maintain a high quality of life.
Guidance includes working with attorneys to create and manage special needs trusts, ensuring that assets are appropriately structured to supplement—but not replace—public benefits, and helping clients implement legal and investment strategies designed for ongoing care.
