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.

Myotonic Dystrophy Foundation Annual Conference

September 14 @ 9:00 am - 10:00 pm EDT

Breakout Session from 9-10am! Our 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 [...]

Special Needs Planning Workshop

September 19 @ 6:00 pm - 8:00 pm EDT

ABA2DAY Invites You to Attend a workshop on: Special Needs Planning for Your Loved One with a Disability: Government Benefits, Estate Planning & Funding Strategies Families with children and other dependents with special needs, no matter what the age or disability, face many serious questions about how to best prepare for the future well-being of [...]

Special Needs Planning Workshop

October 2 @ 7:00 pm - 8:00 pm EDT

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 [...]

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