Disability & Special Needs Planning
Where disability and special needs planning meets total wealth management to help families of all abilities build a secure, confident future.
Our Expertise
Maximizing Benefits
We help families understand and maximize available public benefits, such as SSI, SSDI, Medicaid, Medicare, and state waiver programs, both now and long term.
Our approach ensures these benefits remain secure while reducing over-reliance on them, supporting greater independence for the individual and confidence for parents and caregivers.
Financial Planning
Clear financial planning starts with knowing what it takes to support your family today and sustain care for your child long into the future.
We plan for two horizons:
1. The working years and retirement of parents or caregivers
2. The lifelong financial needs of their loved one with a disability
Investment Strategy
A strong financial plan needs more than savings. It needs disciplined investing that allows growth and compounding to do the heavy lifting over time.
Our approach emphasizes what you can control—diversification, costs, taxes, and risk—while tuning out market noise to keep your long-term goals on track.
Estate Organization
How can you ensure your future plan survives you? We help structure decision-making, healthcare directives, and powers of attorney so the right people are empowered when needed.
We also coordinate asset protection, estate transfers, and beneficiary designations—using wills, trusts, and special needs trusts—to support both your child’s needs and your long-term intentions.
Family Support Planning
We help families build a trusted team of care managers, guardians, trustees, and microboards to support their loved one’s daily life and long-term needs.
Practical tools like family meetings, emergency plans, letters of intent, and housing strategies ensure everyone involved understands their role and your child’s routines, preferences, and future needs.
A Parent’s Perspective
I, too, am a parent of a child with special needs. My wife and I adopted one of our children from Colombia, and her rare syndrome brought us into the disability and special needs community in a very personal way.
That experience, combined with my background in financial planning, inspired me to create Albility Planning—a place where families can find clarity, confidence, and support as they navigate the unique challenges of disability and special needs planning.
No family should feel alone in this journey. I’m here to walk it with you.
A portion of all planning profits is donated to help families like yours.
50%
towards helping prospective families cover the costs of adoption.
50%
towards supporting families with a disability or special needs.
Take the first step toward securing your family’s future.
Fill out the form below to book a free consultation. Discover how personalized planning can bring clarity and confidence to your journey.
Let’s Start Planning
Connect with other parents navigating similar journeys. Ask questions, share experiences, and get practical guidance directly from Tanner in a space built on understanding and support.