About GENPlanning

Long term disability planning helps parents, care providers, and the person with special needs set reasonable, attainable goals for the future. We assess your disability plan options regarding living arrangements, finding a job with or without supports, navigating the federal and state services. Aligning financial advisors, special needs estate attorneys, special education professionals, and governmental and community agencies to maximize the disability benefits and quality of life available to you and establish the best long-term plan.

GENPlanning's holistic financial planning services align with care requirements, goals, and values that exist at every stage of life. We believe a comprehensive, customized financial roadmap is essential to ensuring that loved ones are taken care of for the duration of their lives. Each client is unique. We tailor our financial planning services to reflect individual needs and take the time to understand what matters most and integrate those priorities into a comprehensive plan.

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