Planning for care. For life.

For individuals with complex care needs, planning for quality of life isn’t a nice-to-have. It’s a necessity. We’ve made it our core focus to create and implement comprehensive care plans that make quality of life not only possible, but sustainable over a lifetime.

As a national consulting firm that serves individuals with complex care needs in all 50 states, we offer:

  • Life care planning
  • Quality of life assessment
  • Third party benefit analysis
  • Education consulting
  • Case management

Learn About Us

We believe a sustainable quality of life plan requires three things:



It’s not just what we know. It’s what we understand. We work with each client to understand their unique definition for quality of life, and then project the resources required to meet and sustain that standard.

Gain Helpful Insights


By defining that standard, our team applies our deep expertise to effectively collaborate with family, financial, legal and medical representatives to financially attain and execute a desirable life care plan.

Meet Our Team


Beyond securing financial resources, planning for special needs care is about exactly that: care. It’s about solving challenges—health challenges and life challenges—in a way that’s right for the client.

Read Success Stories

How can we help you?

Contact Us

Recent Updates

ABLE: The History and Struggle of One Man to Help People with Disabilities Save Money

Stephen Beck, Jr. was a man on a mission. He worried about his daughter, Natalie’s future. Natalie was born with Down Syndrome. The $2,000..

Read More

Tackling CTE – Understanding the NFL BAP Supplemental Benefits Program


I have had many conversations with my cousin, Rick Price, a former NFL professional football player about all the difficulties that retired..

Read More

Navigating Through Divorce – Complex Medical Challenges and Special Needs Planning


Current statistics in the United States support that approximately 50% of all married couples will someday consider or go through a divorce...

Read More
  • img-1
  • img-2
  • img-3
  • img-4
  • img-5