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Special Needs Planning

Your unique situation requires the attention of a team that understands you. Moreover, you need a team with the background and experience to help you effectively navigate the challenges ahead.

As the caregiver of a child with special needs, you are just like any other parent. You want the best for your child and want him/her to have a full and happy life. Your child is just like any other child. Your child likes to play, laugh, learn and wants to do the things any other child wants to do. But unlike other parents and children, the journey both of you take will be unique. To help you effectively navigate the complex landscape ahead, you need a team equipped to help in your unique situation. Ideally, this team will also be rooted in beliefs and values similar to your own. We believe our practice is well positioned to assist in the journey that lays ahead.


Our team is led by Jamie Danford. He is a seasoned veteran of the financial planning and investment advisory industry. He has been advising clients on their financial affairs since 2001 and holds the CERTIFIED FINANCIAL PLANNER™ certification. The tech-bubble crash at the turn of the century, the Great Recession of 2008, the regulatory reforms afterwards, and the resulting changes to business practices have caused some advisors to switch firms or leave the industry altogether. Not only has Jamie continued to advise clients through these events, he has done so without needing to change the firm through which he is affiliated.


We believe what further differentiates the team from other practices serving the special needs community is Jamie's wife, Leah Danford. She holds a PhD in School Psychology from the University of South Carolina. From 2006-2019, she worked in the public school system as a School Psychologist. She also has experience working in a clinical setting. In 2019, she began working at Ben Lippen as its Accommodations Coordinator. Her background and experience in the public and private school systems have have given her countless opportunities to be directly involved in the creation, implementation, and ongoing monitoring of services for students with special needs.


We believe the combination of their separate skill sets create a compelling value proposition that any caregiver of a person with special needs should consider. The depth of their combined knowledge and breadth of their distinct experiences gives their clients access to a combination of resources that are difficult to find elsewhere. Learn more about Jamie and Leah by clicking on their photos above.

Learn more about critical life events for a person with special needs by clicking on the information below.


BirthYour journey as the parent/guardian of a person with special needs will have unique challenges. You do not have to navigate this complex landscape ahead alone.
Age 3Toddlers with special needs are now eligible for different services to prepare them for the classroom.
Age 14Teenagers with special needs require support to help them achieve the highest level of independence possible.
Age 18Upon reaching adulthood, a person with special needs may now be eligible to receive Federal Government Benefits.
Age 22 & BeyondWhen the services provided by the public school end, people with special needs must have a plan to support them now and in the future.
Caretaker’s RetirementPlanning for your retirement presents unique challenges when the care of a person with special needs is also involved.
Caretaker’s DeathPrior to death, a caretaker needs to plan for the transition of support and resources for the continued care of a person with special needs.

 


Questions about Special Needs Planning? Contact us.

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Leah acts as a non-registered associated person of Waddell & Reed, Inc.  She is authorized to assist Advisors with Waddell & Reed with approved activities.  She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the Advisor(s) she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.

Waddell & Reed is not affiliated with any other entities referenced.  08/19