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For internal Skylight Financial Group use only.  Not to be shown or distributed outside the firm.
Special Needs Planning

Financial Position

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  • Track your current income & expenses
  • Manage your debt
  • Project your child's special needs expenses
  • Family resource dynamic
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Adequate Protection
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  • Help provide for survivors in case of premature death
  • Help protect a portion of income lost if disabled
  • Help protect your ability to pay off outstanding debt
  • Help provide for special needs vision funding
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Wealth Accumulation Strategies​
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  • Help provide for education expenses
  • Review your investment portfolio
  • Help provide support, care & maintenance
  • Help preserve eligibility
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Life Care Planning​
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  • Create a special needs vision
  • Create a letter of intent
  • Determine the organizations that may provide resources
  • Family involvement

Tax Reduction Strategies
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  • Help Minimize federal & state income taxes
  • Help protect against future income tax liabilities
  • Help develop long term tax reduction strategies
  • Help manage eligible special needs deductions
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Retirement Planning​
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  • Help ensure adequate retirement income
  • Government benefits
  • Employee benefit plans
  • Personal savings & investments
  • Project the impact of an early retirement
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Estate Planning​
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  • Outline appropriate estate planning vehicles
  • Trusts including Special Needs Trusts
  • Choose guardians, executors & trustees
  • Planned giving strategies
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Assistance Planning​
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  • SSI & SSDI
  • Medicaid
  • Waiver programs
  • Help maintain eligibility
CRN202512-3530817 | Disclosure & Licensing
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