Why This Matters
Bryan Jepson, MD, CFP®, ChSNC®
As both a financial planner and the parent of two adult children with special needs, I understand firsthand how overwhelming long-term planning can feel.
Families are often left trying to navigate government benefits, trusts, ABLE accounts, future caregiving decisions, and the fear of what happens when they are no longer here to provide support.
This work is deeply personal for me.
My goal is to help families create clarity, structure, and confidence—so they can stop reacting to crises and start building a long-term plan.
Topics We Cover
ABLE Accounts:
Saving without risking benefits
Special Needs Trusts:
Protecting long-term financial security
SSI & Medicaid:
Understanding eligibility and preserving support
Guardianship & Legal Planning:
Preparing decision-makers, legal authority, and long-term advocacy support
Long-Term Housing Planning:
Creating stability, independence, and supported living for the future
Lifetime Financial Planning:
Building sustainable care, benefits, income, and lifelong financial security
Featured Articles
Practical guidance for families navigating benefits, trusts, and long-term planning with confidence
Want a Clear Plan for the Future?
Understanding tools like ABLE accounts, special needs trusts, and government benefits is an important first step.
But the real challenge is knowing how it all fits together into a long-term plan.
The Financial Clarity Blueprint for Families with Special Needs is a step-by-step course designed to help you build that plan with clarity and confidence.
What You’ll Get
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A clear framework for organizing financial and legal decisions
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Guidance on benefits, trusts, and long-term planning
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A structured approach to reduce overwhelm and uncertainty
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A downloadable planning tool to help you get started