The Washington Group Special Care
    Planning Team

    3923 Old Lee Highway, Suite 62-B  Fairfax,
    VA 22030  (703) 865-6502  (703) 865-8472

    Our Mission  The Washington Group Special
    Care Planning Team’s mission is to help make a
    positive difference in the lives of individuals
    with special needs, their caregivers, and other
    family members.  Our knowledgeable and
    dedicated Special Care Planners, many of whom
    focus on this field because of close ties to
    Special Needs individuals in their own lives,
    assist families with developing valuable
    financial strategies, and creating strategic
    financial solutions that integrate with
    Government programs and other community
    supports.  Through our network of
    organizations, professionals, and specialists, we
    can provide appropriate referrals to further
    assist families with their unique situations.  We
    also help coordinate family education and

    Why Special Needs Planning?

    If you care for a person with a disability or
    other special needs, it’s important that you
    look beyond their medical care attention and
    the help you provide on a day-to-day basis.  
    How you prepare for their financial well being
    – and yours as well – will make a tremendous
    difference in your lifestyle now and when you
    are no longer caring for your loved one.  Our
    Special Care Planners will work with you and
    your advisors (banker, accountant, lawyer,
    social worker, etc.) to review your financial
    picture and offer options that make sense for
    your situation.  Your financial analysis will
    take into consideration benefits such as
    Medicaid or Supplemental Security Income so
    they aren’t jeopardized.  We also have an
    extensive network of organizations,
    professionals, and specialists, from which we
    are able to provide appropriate referrals.


    Our Special Care Planning Team members have
    received advanced training and information in
    estate and tax planning concepts, special needs
    trusts, government programs, and the emotional
    dynamics of working with people with
    disabilities and other special needs and their
    families.  Planners have a Chartered Special
    Needs Consultant (ChSNC) designation from
    The American College or the Special Care
    Planner designation.

Special Needs Financial Planning
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