Families with Special Needs

Families with special needs require tailored financial strategies. Our advisors help create plans aimed at providing security, independence, and long‑term care solutions.

Special needs trust planning
Government benefit coordination
Healthcare and long‑term care strategies
Legacy planning for future generations

Continuing the Conversation: A Family Financial Continuity Guide

Families with special needs can use this guide to explore considerations related to continuity planning and connect with Shoreline Wealth Management for specialized planning.

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Talk to an Experienced Financial Advisor

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First Name * Last Name * Email * Phone Number * We're expanding our partnerships and are eager to assist those with investable assets of $250,000+ or those seeking retirement planning. Office location preference: Anything else you'd like to tell us about yourself? How did you hear about us?

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Our Advisors Specializing in Families with Special Needs:

David F. Crossan, CFP®, CLU®, CRC®

Managing Partner, Manchester Office

Phone: 732-902-7881

Email: DavidCrossan@ShorelineWealth.com

Meet with David

John P. Stephens Jr.

Managing Partner, Manahawkin Office

Phone: 609-710-5561

Email: JohnStephens@ShorelineWealth.com

Meet with John