VIEW TABLE OF CONTENTS
TECHNOLOGY PROVIDERS Specialized Planning Applications
SPECIAL NEEDS MAP
Special Needs Planning Software
The first special needs financial planning calculator of its kind available at mass market for any financial advisor to sign up for. It helps advisers calculate how much money their clients will need to leave to their child with special needs someday when they pass to pay for housing, lifestyle, taxes, trustee fees etc. It estimates Section 8, and SSDI public benefits. Intuitive design.
Special Needs Map LLC is a unique, powerful tool for financial advisors, estate planning attorneys, life insurance agents, and other professionals. It helps estimate how much money their clients may need to leave their child someday upon passing. The tool was created to make special needs planning accessible to all professionals who want to be able to give sound advice in special needs planning situations.
239 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
Powered by FlippingBook