1. The Special Needs Group
Providing holistic financial planning services for families with special needs.
We provide a collaborative approach by drawing upon an extensive network of multi-disciplined professionals and advocates to help our clients most effectively manage their loved ones with special needs.
We have referral resources to help with the specialized legal, medical, lifestyle, and government benefit planning that are available for families.
We provide cash flow management services, bill payment services, asset protection, long term care protection, inter-generational wealth transfer guidance, asset management, estate analysis, and financial planning.
We have over fifty years of combined experience in guiding families in reaching their goals.
The Special Needs Planning Group of Washington DC, Maryland and Virginia
Mark Friese, Jeffrey Menick, Chase Phillips, Stefan Shrivastava
Special Needs Advisors
Merrill Lynch
th Street N.W.
Suite 6000
Washington, DC
Home of the Special Needs Calculator: specialneedscalc.ml.com

2. The Special Needs Group
Home of the Special Needs Calculator: specialneedscalc.ml.com