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Special Needs Planning Academy

Family is Everything

For many, building a family is the greatest achievement in a lifetime. Raising children and watching them meet and exceed their potential in life is more than exhilarating.  With increased knowledge and awareness of children with various disabilities, it's essential to modify how we meet the individual needs of our children to provide the best quality of life for their futures. 

Every child is uniquely made with various talents and challenges. Did you know that there were 6.6 million U.S. students between the ages of 3-21 who received special educations services during the 2014-2015 school year? Through various public assistance programs, many families can receive support for primary needs. But the long-term aspirations for your family and your child with special needs are going to require more strategic planning.

Preparation is Key

  • How do you leave funds for your child with special needs without disqualifying him or her from public assistance?
  • How do you make sure that the funds are well managed?
  • How do you make sure that your other children are not over-burdened with caring for their sibling with special needs?
  • How do you equally distribute your estate between your child with special needs and your other children?
  • How do you make sure there is enough money for future ongoing needs?

As an advocate, you know what's best for your child with special needs and for your family as a whole. Today there is more than enough information available about how to receive emotional, financial, and education support, but for many parents, it's difficult to know where to begin. 

Special Planning for a Special Life

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Jim McGovern CFP®, ChFC®, CExP®

Wealth Management Advisor



Jim McGovern is the co-founder of Wealth Innovations, LLC and a Registered Representative with Park Avenue Securities. For more than 13 years, he has been educating and working with physicians, dentists, pharmacists, executives, and...

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