Special Needs Financial Planning

About Special Needs & Beyond

Special Needs & Beyond is independently owned and operated. We are associated with a phenomenal company called Mid Atlantic Resource Group.

Who is Mid Atlantic Resource Group?
The Mid Atlantic Resource Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.  We offer a wide range of quality financial products and advice from expert financial professionals.   With several offices throughout New Jersey and serving the Mid Atlantic Region, Mid Atlantic Resource Group is committed to providing you with:

  • Expertise: A team of knowledgeable professionals and support staff work together to maximize the resources required to provide you with the right strategies to help you meet your financial objectives.
  • Proven strategies and quality products:  We use a proven, one-on-one process to analyze your unique situation and offer products of lasting value to provide you with long-term strategies that help you reach your goals.
  • Outstanding service: “Service that excels” is our trademark. We provide consistent, responsive service that’s underscored by the dedication of our staff and our commitment to provide strategies that reflect the best interests of our clients.

The end result is a professional relationship where the “golden rule” applies. Helping build secure futures through generations, offers the firm a chance to provide value and significance to others.