What We Do

At Special Journey Solutions, we understand the intricate challenges that families with special needs face. That’s why we’ve meticulously designed our services with the goal of providing clarity, security, and peace of mind. Here’s a breakdown of our primary offerings:

Documentation

 Ensuring Nothing is Overlooked

Documentation is the bedrock of any secure future, especially for families with unique needs. We’re committed to ensuring every piece of documentation is crafted to the highest standard, ensuring clarity and confidence for your family’s future.

Wills*

  • The importance of a well-drafted will cannot be overstated. It ensures that your wishes for your family, especially those with special needs, are met even in your absence. We can you get connected to a network of lawyers who establish and update wills.

Trust Accounts*

  • Trust accounts offer a robust mechanism to set aside resources for the future, especially for those with special needs. We can help you get connected to our trusted network of lawyers who establish trusts, if one is not already established. From there we assist in the management of the trust so that it not only protects assets but also guarantees that they are used in the best interest of your loved ones.

Power of Attorney*

  • There are pivotal moments in life when delegating decision-making becomes necessary. Establishing a power of attorney is a strategic move, entrusting specific responsibilities to someone you have absolute confidence in. We can help facilate this paperwork by connecting you with an attorney.

ABLE Accounts

  • ABLE accounts provide an excellent avenue for individuals with disabilities to save for their future without affecting their eligibility for vital public benefits. We guide you through the nuances of ABLE accounts, helping you maximize their benefits while maintaining compliance.

Letter of Intent

  • A letter of intent is more than just a document; it's an expression of your desires for your loved one's care in the future. We assist you in articulating your wishes, from daily routines to long-term aspirations, ensuring nothing is left to chance.

*While these are services that are not performed by Special Journey Solutions, we can connect you with resources that can help with the establishment and updating of these documents.

These resources are not affiliated with MML Investors Services, LLC. and are solely responsible for their own products and services. You may also work with a professional of your choice for these needs.

Government Benefits

Paving Your Path to a Promising Tomorrow

At Special Journey Solutions, we believe in empowerment through knowledge and support. With decades of experience, we stand beside you, helping decipher, apply, and benefit from the myriad of government programs available. Together, we create pathways towards a more secure and hopeful future.

Social Security

Simplifying The Steps

  • Initial Filing and Appeal Assistance
    Navigating the complexities of social security can be daunting. We're here to guide you through the initial filing process, and necessary appeals for a smoother start to your journey.
  • Benefit Reviews
    With our vast experience, we analyze your existing benefits, helping you maximize their potential.
  • Continued Support and Qualification
    Life is ever-changing, and so are its challenges. We offer continued support, assisting you in meetng qualification criteria and gaining the most from your benefits.

Additional Government Benefits

Personalized Support Every Step of the Way

  • Medicaid Assistance
    Our team provides guidance on both application and utilization of Medicaid benefits, assisting you get access to the healthcare services you need
  • Medicare Guidance
    We assist in demystifying Medicare, so that you’re well-prepared for the future.
  • SNAP (Supplemental Nutrition Assistance Program)
    We help guide you through the intricacies of SNAP, so that you and your loved ones have the access to essential food resources.
  • LIHEAP (Low-Income Home Energy Assistance Program)
    We provide insights and assistance with LIHEAP, helping to keep your home comfortable regardless of the season.
  • Waiver Programs
    Our expertise in various waiver programs give you the best opportunity to receive the tailored support necessary for a fulfilling life.

Financial Planning

Creating a Secure Future for Your Family

Financial planning is the cornerstone of a stable and prosperous future, particularly for those navigating complex financial landscapes. Our specialized expertise in financial planning is dedicated to ensuring that every strategy and plan we develop is of the highest caliber, providing clarity and certainty for your family’s financial journey. We are committed to crafting personalized financial solutions that cater to your unique needs, including:

Review of Your Current Plan

  • Understanding your current financial situation is the cornerstone of effective financial planning. We meticulously review your existing plan, ensuring we have a comprehensive understanding of your assets, liabilities, income, and expenses. This detailed insight helps us tailor our advice to fit your family's unique needs, especially considering the additional care and attention required for your child with special needs.Every financial plan can have its blind spots. With our gap analysis, we identify any discrepancies between your current plan and your ultimate financial goals. By spotlighting areas that require attention, we can help ensure that no stone is left unturned, and no opportunity is missed, setting the foundation for a prosperous future for your child.

Identify Future Planning Needs

  • Life is unpredictable, more so when planning for a special needs child. By identifying future needs, from education to specialized care and beyond, we craft a roadmap that's both flexible and robust. This forward-thinking approach seeks to ensure you're well-prepared for what lies ahead, ensuring a comfortable and secure future for your child.

Tax Strategies

  • Tax planning is crucial, especially when maximizing benefits for your special needs child. We integrate tax-efficient strategies into your financial plan, ensuring you take full advantage of any available benefits, deductions, or credits. This is designed to ensures that you not only save today but set the stage for a more financially secure future for your entire family.

Neither Special Journey Resources, MML Investors Services, nor their representatives provide tax advice. Clients should consult their own tax advisor for specific tax advice.

Start Your Special Journey with Us

As you face the intricate challenges of planning for a loved one with special needs, it’s important to remember that support is always available. Our team of dedicated professionals is committed to ensuring each phase of your journey is thoughtfully planned and customized to meet the unique requirements of your family.

Together, let’s create a pathway that aims to bring both peace of mind and financial security for your family’s future. Schedule your consultation with us today.

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