Listing: Special Needs Planning Groups
Reviewed August 2010
Securing the future of a child with special needs or older relative who has a disability requires careful legal, benefits, and financial planning, and consultation with experts who can guide the family in making the best decisions. Listed below are some organizations that provide these services.
Inclusion in this list is not an indication of a company’s quality and does not imply an endorsement from the Rehabilitation Institute of Chicago (RIC).
Inclusion in this list is not an indication of a company’s quality and does not imply an endorsement from the Rehabilitation Institute of Chicago (RIC).
Contact Information
| Company: | Disabled and Alone: Life Services for the Handicapped, Inc. | |
| Address: | 61 Broadway Suite 510 NewYork, NY 10006 |
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| Email: | info@disabledandalone.org | |
| Fax: | 212.532.3588 | |
| Main: | 212.532.6740 | |
| Toll Free: | 800.995.0066 | |
| Web: | http://www.disabledandalone.org | |
| Description: | A not-for-profit organization that helps persons with disabilities and their families make adequate plans for life. This program was established to help families provide a secure environment. | |
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| Company: | Family Benefit Solutions, Inc. | |
| Address: | 1110 W. Lake Cook Rd. Suite 150 Buffalo Grove, IL 60089 |
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| Direct: | 847.279.8506 | |
| Email: | benefithelp@aol.com | |
| Fax: | 847.279.8507 | |
| Web: | http://www.familybenefitsolutions.com | |
| Description: | A consulting service for people with special needs and their families that includes meeting with families to assess each individual situation, then guidance for finding assistance programs, government agencies and other helpful resources. | |
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| Company: | Life’s Plan, Inc. | |
| Address: | 2801 Finley Rd. Downers Grove, IL 60515 |
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| Main: | 630-628-7169 | |
| Web: | http://www.lifesplaninc.org | |
| Description: | Life’s Plan, Inc. provides information, planning advice, and legal assistance for individuals with disabilities and their families as they plan for the future. The nonprofit organization helps families sort through their legal and financial options and then helps them coordinate arrangements to set up an appropriate trust. | |
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| Company: | Northwestern Mutual Financial Network | |
| Address: | 8600 W. Bryn Mawr Suite 420N Chicago, IL 60631 |
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| Direct: | 773-380-4040 | |
| Fax: | 773-380-4555 | |
| Web: | http://www.nmfn.com/tomcanale | |
| Description: | Provides special needs planning, including navigating third-party benefits and legal issues involved in planning for a dependent with special needs. | |
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| Company: | Peck Bloom, LLC | |
| Address: | 105 W. Adams St. 31st Floor Chicago, IL 60611 |
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| Direct: | 312-201-0900 | |
| Email: | info@peckbloom.com | |
| Fax: | 312-201-0803 | |
| Tollfree: | 877-845-1743 | |
| Web: | http://www.peckbloom.com | |
| Description: | Provides legal assistance for elder abuse, elder law, special needs planning, contested estates and guardianships, and estate planning. | |
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| Company: | Protected Tomorrows | |
| Address: | 103 Schelter Rd. Lincolnshire, IL 60069 |
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| Direct: | 847-522-8086 | |
| Fax: | 847-522-8081 | |
| Web: | http://www.protectedtomorrows.com | |
| Description: | Help for families who have a relative with special needs to make plans for the future of their loved one including legal, financial, and government issues and an eight-step planning process to set up a “Future Care Plan.” | |
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| Company: | Provider Group Ltd. | |
| Address: | 15 Oak St. Suite 2C Frankfort, IL 60423 |
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| Direct: | 630.789.6313 | |
| Email: | greg@providergroup.com | |
| Fax: | 630.789.1303 | |
| Web: | http://providergroup.com | |
| Description: | Help for families with special needs to develop a comprehensive plan for their loved one. Services provided include: estate planning, benefits planning, advice, guidance and financial management. | |
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| Company: | Zivic Solutions, Ltd. | |
| Address: | 850 W. Jackson Blvd. Suite 405 Chicago, IL 60607 |
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| Email: | jerrolds@zivicsolutions.com | |
| Fax: | 312-229-1653 | |
| Tollfree: | 800-400-HELP | |
| Web: | www.zivicsolutions.com | |
| Description: | Assistance for children and adults who want to obtain Social Security disability benefits. The firm also can provide guidance in setting up special needs trusts for family members. | |
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