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Special Needs Planning


Checking off the peace-of-mind boxTM ☑

View our video on special needs planning/public benefits.

Special Needs >Caleb with his Brother-in-law
Academy of Special Needs Planners > Logo

I began doing special needs planning in the fall of 2011 with a colleague whose son has Autism. We began giving educational workshops to families that have a child with special needs discussing the importance of doing holistic planning that plans for the parents and child alike. Most families I found really have no concrete plan in place for their child nor are they aware of how estate planning, financial planning, and public benefits should intersect together. Over the years I've now been a part of 50+ seminars to families including for the Northeast Arc, North Shore Education Consortium, Hopeful Journey's, North Reading SEPAC, Lexington SEPAC, NAMI, and many other groups and organizations. The past few years I've been especially passionate about the Down syndrome community, as my brother-in-law Alex has Downs, we couldn't be prouder of him and all he's accomplished! I currently sit on the Massachusetts Down Syndrome Congress Business Advisory Council.


Articles We’ve Had Published on Special Needs Planning


How Life Insurance Can be Used to Fund a Special Needs Trust
Special Needs Answers > Thumbnail
Special Needs Planning: Dealing with the Full Picture
Exceptional Parent Magazine > Special Needs Planning > Thumb
Three Mistakes Business Owners That Have a Child with Special Needs Make
Three Mistakes Business Owners That Have A Child With Special Needs Make >  Thumb
How Much Should Go Into Your Special Needs Trust
How Much Should Go Into Your Special Needs Trust > Thumb
How Much Should Go Into Your Special Needs Trust
Article > c > Thumb


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Forbes > Finance Council > 2020
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Disclosure

Caleb Harty is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0N07884), CT, FL, IL, MA, MD, ME, NC, and NH. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Caleb Harty is licensed and authorized to offer insurance in California, but PlanForSecurity.com by HartyFinancial may not be. For additional information on California licensure status, please click here.

Caleb Harty is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2 Elm Sq Ste 201, Andover, MA, 01810, 978-304-4524. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, IL, MA, MD, NC, NH, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Caleb Harty is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CT, FL, IL, MA, MD, NC, NH, and UT. As such, these services are strictly intended for individuals residing in the states referenced.

Brendan Harty is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of GA, IL, MA, MD, ME, NH, NY, RI, TX, and VA. No insurance business may be conducted outside the states referenced.

Brendan Harty is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2 Elm Sq Ste 201, Andover, MA, 01810, 978-304-4524. In this regard, this communication is strictly intended for individuals residing in the states of GA, IL, MA, MD, NH, and RI. No offers may be made or accepted from any resident outside the specific states referenced.

Brendan Harty is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of GA, IL, MA, MD, NH, and RI. As such, these services are strictly intended for individuals residing in the states referenced.

PlanForSecurity.com by HartyFinancial is not owned or operated by NYLIFE Securities LLC or its affiliates.?

Neither PlanForSecurity.com by HartyFinancial nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.?

For more information about NYLIFE Securities LLC and its investment professionals.

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2 Elm Sq

Suite 201

Andover, MA 01810

Get in Touch

(978) 304-4524
(978) 304-4526
info@hartyfinancial.com
  • About
    • Meet The Team
    • How We Work
    • Who We Work With
  • Expertise
    • Retirement Planning
    • Special Needs Planning
    • Fee-Based Financial Planning
    • Investment Management
  • Learn From Us
    • Retirement Planning Articles
    • Special Needs Planning Articles
    • Newsletters
    • Video Library
  • Contact
  • E-Money Login

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