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Special Needs Planning

Special needs planning, whether for a child, adult, or aging parent, can be an overwhelming process especially when so many decisions have lifelong consequences. Many of our clients have adult children who have Autism, Down Syndrome, MS, Cerebral Palsy and other permanent disabilities.

Your assets or investments may be ample for yourself or your spouse, but will they provide for your adult children, too?

We work with families to make sure nothing falls through the cracks. We aim to make sure your assets and investments, retirement income and protections stay in place beyond your lifetime.

Zito Wealth Strategies is committed to helping the special needs community by looking beyond your assets and investments. It's the strategies and time-tested solutions that will keep your family members secure over the long haul.