Special Needs Planning
for Families, Caregivers and Professional Organizations
Special needs planning is a comprehensive process, not a collection of separate decisions.
We help families, caregivers, and the professionals who support them bring the different parts of the plan together so the support in place today can continue as needs, caregivers, and circumstances change over time.
Special Needs Planning
for Families, Caregivers and Professional Organizations
Special needs planning is a comprehensive process, not a collection of separate decisions. We help families, caregivers, and the professionals who support them bring the different parts of the plan together so the support in place today can continue as needs, caregivers, and circumstances change over time.
Our Special Needs Planning Framework
We organize the planning around five areas that affect both day-to-day support and long-term continuity. Each area is considered in relation to the others, because decisions in one can affect the rest.
Caregiving & Daily Support
The care, routines, supervision, and day-to-day support your loved one depends on.
Services & Healthcare
Therapies, healthcare, education, programs, and other supports that contribute to daily life and development.
Government Benefits & Eligibility
Government benefits and programs, including rules, milestones, and decisions that can affect eligibility.
Succession & Decision-Making
Who steps in, what decisions they may need to make, and how responsibilities are carried forward.
Financial Resources & Protection
The resources, protection, and funding needed to support the plan and fill gaps benefits may not cover.
Not sure how these areas fit together in your family's plan?
Who We Serve
We work directly with families and caregivers, and with the organizations that support them.
Families & Caregivers
We help families understand the issues that need to be addressed, connect the different parts of the plan, and turn important questions about their loved one’s life into clear next steps.
Understand what needs to be addressed across different life stages
Identify gaps in care, benefits, decision-making, and resources
Turn important questions into a coordinated plan of action
Professional Organizations
We work with schools, providers, nonprofits, and community organizations as a special needs planning resource, helping the families they serve address questions that extend beyond any one professional area.
Give families access to comprehensive special needs planning
Help address questions that cross multiple areas of their lives
Complement the services and support your organization already provides
Meet Your Special Needs Planning Team
Special needs planning crosses more than one profession and more than one part of family life. Our team brings different experience and expertise together to help families address the whole picture.
Aldo Venturacci, RFC®
Founder & Special Needs Planner
Aldo brings together his personal experience as a special needs dad and his professional planning expertise to help families make informed, coordinated decisions.
Helen Rossi
Family Liaison & Special Needs Planner
Helen helps families navigate the planning process, connect with resources and professionals, and turn complex information into practical, well-organized next steps.
Sean McLaughlin, M.S.
Disability Benefits & APD Consultant
Sean helps families understand and access disability benefits, APD, Medicaid waiver services, and other public resources, including application support and crisis enrollments.
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Special Needs Planning by Live Oak Financial Group.
Special Needs Planning is an area of practice of Live Oak Financial Group and is not a separate legal entity. Information provided on this site is for general educational and planning purposes and is not intended as legal, tax, accounting, or investment advice. Insurance products and services, when appropriate, are offered through licensed insurance professionals. Product availability, features, premiums, underwriting requirements, limitations, and exclusions may vary by state and issuing insurance company. Any guarantees associated with an insurance product are subject to the financial strength and claims-paying ability of the issuing insurer.
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