Special Needs Financial Planning

Welcome!

Welcome to the Special Needs & Beyond Program.  We are here to help you overcome the many obstacles associated with providing for and protecting your Special Needs child. 

Too often, your desire to protect and ensure that your wishes are carried out in your absence is interrupted because of  failure to implement the proper strategies, whether they are financial or legal. 

The Special Needs & Beyond program has been developed with one goal: To help you develop and implement the necessary techniques to protect yourself, your family, and your special needs child.  We have assembled a series of specialists from different fields who are available as resources to help you avoid all of the common planning pitfalls.

“Compassionate Care”
Benefits for When You Care For a Loved One in Need

Click here for additional info.

Mission Statement
The Special Needs & Beyond program aims to provide our clients with compassionate service and address immediate needs and goals through proper Special Needs Planning.

Check the background of this firm on FINRA’s BrokerCheck.

Mid Atlantic Resource Group, LLC doing business as Special Needs & Beyond is independently owned and operated.