Special Needs Financial Planning Designed for Your Family's Peace of Mind
From navigating government benefits to securing long-term care and legacy plans, our comprehensive services are designed to ease the financial complexity so you can focus on what matters most-your family.
How We Help Families With Special Needs:
Supporting Your Loved One Today - Securing Their Tomorrow
Caring for a child or family member with special needs comes with unique financial responsibilities-and deep emotional commitment. At MCC Wealth, we specialize in helping families like yours build a confident financial future.
Government Benefits Optimization
We help preserve eligibility for programs like SSI and Medicaid while building financial stability.
ABLE Accounts & Tax-Advantage Saving
We manage and guide you through understanding ABLE (Achieving a Better Life Experience) accounts-so you can save up to $100,000 without impacting key government benefits, and enjoy tax-free growth when used for qualified expenses.
Special Needs Trust & Estate Planning
We coordinate with attorneys to structure, fund, and manage Special Needs Trusts (SNTs) that protect benefits and ensure long-term care.
Tax-Efficient Financial Planning
We design tax-efficient plans to maximize resources across generations.
Insurance Planning For Long Term Stability
We help you evaluate and secure life and disability insurance that ensures financial protection for your loved one-now and after you're gone.
WHY FAMILIES TRUST US!
Chartered Special Needs Consultant
Our advisors are Chartered Special Needs Consultants® (ChSNC®), certified through the American College of Financial Services. This designation reflects advanced training in the complex financial, legal, and emotional aspects of special needs planning.
Specialized Knowledge - Real Planning Not Generic Advice
Special needs planning is a core focus at MCC Wealth. We stay current on SSI/Medicaid rules, ABLE account strategies, trust planning, and more-so you don't have to.
Year-Round Guidance
Our planning isn't a one-time event. We support you through each life stage with proactive check-ins and updates.
