Who We Are

SilverTree Special Needs Planning is a full service special needs planning firm specializing in coordinated and integrated planning. Areas covered include, but are not limited to, special needs planning, special needs trusts, guardianship / conservatorship filing, government benefit eligibility, analysis and preservation strategies, investment, estate, retirement, education, insurance and lifestyle planning.

We are dedicated to the integrity and excellence of every plan we do for clients. We will not recommend any course of action or any type of financial product until we are fully aware of the client’s current situation and the client’s ultimate goal or goals.