SpecialCare Planning

Planning for a loved one with special needs can be emotionally and financially challenging. Providing them with the best quality of life possible requires patience, coordination, and careful planning. Barnum’s SpecialCare Planners work closely with you to create a life care plan that thoughtfully balances your own needs and those of other family members. We’ll review available resources including government benefits eligibility, offer guidance, and develop a detailed plan that addresses your loved one’s short and long term needs.  By creating a thorough special care plan, you’ll be able to protect your loved ones now, and even after you aren’t right by their side.

MetLife Firm of the Year

2004, 2005, 2006, 2007, 2008, 2012, 2013, 2015, Unprecedented Eight Time Winner, #1

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SpecialCare Planning

Barnum’s SpecialCare Planners work closely with you to create a thorough special care plan, so you’ll be able to protect your loved ones now, and even after you aren’t right by their side.

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I serve as a highly valued resource in complex life, disability, and long term care insurance plan design and sales to our advisors and clients.
Matthew R. Teel
CFP®, CLU®
Brokerage Director / Director of Protection Products

Our Promise

Create Confidence Through Knowledge

We empower you to be in
control

We deliver advice, planning, knowledge, solutions, and service to enable you to live a financially confident life.

We care
about you

We guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy.

We are your
trusted partner

We serve as your advocate, working with your other trusted advisors to bring all of the pieces of your financial life together.

We help you optimize
your financial situation

We help you find untapped opportunities, manage risks, deal with uncertainties, and anticipate challenges.

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