In 1993, after 20 years in estate and financial planning, Bart Stevens founded Bart Stevens Special Needs Planning, LLC. Our organization is unique because our focus is specifically in ‘Special Needs Planning’. We do not market or sell financial products; we collaborate with professionals to bring the best of planning to families and their loved ones with special needs. Many professionals in the legal, accounting and investment communities consider Mr. Stevens as the leading authority in the Special Needs Planning arena. 

At BSSNP, we want to assist you by:

• helping your current and new clients with their planning needs, and

• broadening your client base by identifying ‘special needs’ cases within your current clients.

All professionals who provide legal, tax and/or financial advice can provide value added service to your current clients when you team up with Bart Stevens Special Needs Planning. 

As a professional advisor you want to ensure your clients will

• maintain government benefits,
• prevent loss of inheritance,
• properly designate assets for the person with special needs, and
• have coordinated the many other issues in order to have a comprehensive plan.

Working together to prepare a Special Needs Plan can prevent an incorrect plan and trust being developed for your clients. In almost every Special Needs case, traditional Trusts will not work. Special Needs Planning is a complex subject that requires specific expertise.

At BSSNP we are fee based certified Special Needs Planners working nationwide with professional advisors and their clients. Our array of services and products includes:

• Consulting and Planning
• Seminars
• Conferences
• Group Planning workshops
• The book, “The ABC’s of Special Needs Planning Made Easy©”
• The tool, ”The Special Needs Planning Kit©”

We have the resources and expertise to assist you in expanding your existing client base. We have many years of expertise specifically dedicated to Special Needs Planning. There is a tremendous need for caring, ethical and knowledgeable professionals who understand the importance of planning and have the resources to support them in serving the 20 million Americans with special needs.

How can you begin using our consulting services? Contact us by E-mail using our convenient web-based form or call 480-991-0909 or toll-free 888-447-2525.