Hi, I'm Bryan Jepson. I'm the father of two adult sons with special needs, a Certified Financial Planner™ professional (CFP®), a Chartered Special Needs Consultant® (ChSNC®), and a retired physician.
For more than two decades, I've experienced the challenges of special needs planning firsthand—not just as a professional, but as a parent trying to make the best decisions for my own family.
Along the way, I kept seeing the same pattern: families working incredibly hard to care for their loved ones, yet still feeling overwhelmed by the maze of SSI, ABLE accounts, special needs trusts, guardianship, and long-term financial planning.
That's why I created The Financial Clarity Blueprint for Families with Special Needs.
My goal was simple: to provide the clear, step-by-step roadmap I wish I'd had when our own journey began, helping families connect all the moving pieces into one cohesive plan and move forward with greater confidence.
Why So Many Families Feel Stuck
Even when you're doing everything you can, it can still feel overwhelming.
You're trying to make the right decisions. . .but the pieces don't feel connected.
Maybe you've asked yourself:
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Where do I even start?
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Am I making a mistake with benefits or assets?
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How do I plan for the long term?
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What happens when I'm no longer able to manage everything?
And underneath it all, there's a bigger concern:
Do we have a clear plan . . . or just a collection of decisions?
A Simple, Structured Approach
Instead of trying to piece everything together on your own, the Financial Clarity Blueprint gives you a clear structure to follow—so you can organize your decisions, protect what matters most, and build a plan that actually works over time.
Foundation
Clarify your goals and financial structure so every decision is built on a solid base
Protect
Preserve critical benefits while protecting your financial resources and long-term security.
Build
Create a supported life plan that provides stability, independence, and long-term care.
Implement
Put everything into action with a clear, coordinated plan that evolves over time.
This isn't about doing everything at once--it's about having a structure so you always know what comes next.
What's Included
Everything you need to move forward with clarity and confidence
Course Content
A step-by-step program that guides you through each part of your plan
Your Special Needs Blueprint
A fillable tool to organize everything in one place.
Letter of Intent
Document your vision and ensure future caregivers understand your plan.
Structured Framework
A clear system so you always know what to focus on next.
You'll know where you stand, what comes next, and how everything fits together.
Get Started with the Financial Clarity Blueprint
A simple, structured way to organize your plan and move forward with clarity and confidence
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Full course access
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Your Special Needs Blueprint
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Letter of Intent
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Lifetime access
2+ hours of guided video content across 6 modules and 38 lessons
Get full access for:
$499
One-time payment • Lifetime access
I never want cost to be the reason a family can’t access this information.
If this would be helpful but financially difficult, please reach out—I’m happy to work with you. bryan@targetedwealthsolutions.com
Prefer a more personalized approach?
The Special Needs Blueprint Audit builds on the Blueprint by applying it directly to your family’s situation.
We’ll review your current plan—including trusts, financial projections, and key decisions—and provide clear, structured guidance on what to prioritize next
The Blueprint provides the structure. The Audit helps you apply it with clarity and confidence.
The cost of the audit will vary upon the situation of each family who are seeking personal guidance. The first step is a brief call to determine if it’s the right fit for your situation.