Meet Our Special Needs Planning Team

Our team is trained to work with families who need help creating a comprehensive financial strategy for their loved one with special needs.

We work with clients to bridge the gap between community, government and long term support. We develop a comprehensive financial and social strategy to assist individuals to live the life they desire.

Our areas of expertise include:

  • Strategies for funding a special needs trust
  • Government benefits and eligibility
  • Finding the right attorney
  • Planning a “three-person retirement”
  • Multigenerational wealth management
  • Advanced insurance planning
  • Investment Advisory Solutions*
  • Tax planning strategies for special needs situations
Pat Bergmaier, CFP®, ChSNC™, RICP®
Pat Bergmaier, CFP®, ChSNC™, RICP®610-784-3468
Todd Ockovic
Todd Ockovic610-771-1009
Joanna Craney
Joanna Craney610-771-1078
Isidore Ogoussan
Isidore Ogoussan610-784-3493

Special Needs Workshops

Visit one of our upcoming workshops shown below or call us at 610-771-0800 if you have any questions.

Special Needs Planning

January 30 @ 6:00 pm - 7:00 pm EST

Our complimentary workshops are focused on empowering and educating families who have dependents with special needs giving them clear, actionable information that can be used to understand and build a responsible financial lifestyle. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the [...]

Special Needs Planning

February 20 @ 7:00 pm - 8:00 pm EST

Our complimentary workshops are focused on empowering and educating families who have dependents with special needs giving them clear, actionable information that can be used to understand and build a responsible financial lifestyle. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the [...]

Special Needs Planning

March 5 @ 6:30 pm - 7:30 pm EST

Our complimentary workshops are focused on empowering and educating families who have dependents with special needs giving them clear, actionable information that can be used to understand and build a responsible financial lifestyle. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the [...]