My Special Needs

Connection

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San Diego, California

FINANCIAL PLANNING

Services in Your Area:

Connect with a growing network of San Diego insurance agents, and estate and financial planning experts who specialize in wealth management for parents of children and adults with special needs.

"You guys are one of the best programs out there! We really appreciate the services you provide to our clients." 

- San Diego Regional Center, Social Worker

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L  I                F  E

Living Independently is for Everyone

San Diego Special Needs Law Center

San Diego's premier Special Needs Law Firm assists families, and caregivers with special needs trusts, care advocacy, Life Care Planning, limited conservatorships and eligibility for public benefits.

Elizabeth McCoy

Attorney Elizabeth McCoy has practiced law in California since 1997. She graduated from Washington University School of Law, currently ranked in the top fourteen percent of law schools in the nation.

"It is a blessing to see my son come to workout at Addie's AutismFITT Club. He is motivated to come each time because he knows he can count on Addie's team help him reach his everyday and long term goals"

-Noemi, mother of son on the spectrum

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Brent Hoover, MetLife Financial Planning

3131 Camino Del Rio North #1200,

SD, 92108

619-641-3669

 

County of San Diego Department of Social Services (DSS)

858-694-3900

 

Elizabeth McCoy, special needs trusts

31493 Ranch Pueblo Rd. #205,

Temecula, CA 92596

760-723-8906

ca-specialneedstrusts.com

 

Den Herder and Associates, Special needs trusts

10085 Carrol Canyon Rd. #220,

SD, 92131

858-271-6244

www.denherderlaw.com

 

Law Offices of Steven M. Ratner, special needs trusts

525 B. St., #1500,

SD, 92101

888-336-1645

www.calelderfirm.com/PracticeAreas/Special-Needs-Trusts.asp

 

Mass Mutual Special Care Planning Team

Alisa Feldman, Financial Services Professional

4275 Executive Square #400,

La Jolla, CA 92037

858-202-2330

www.massmutual.com

 

The Prudential Special Needs Solutions: William Keesling

7580 Britannia Ct. #B

SD, 92154

619-696-8892

 

Robert McMahon, Guild Mortgage

3111 Camino del Rio North #103,

SD, 92108

619-857-1657

www.homes4angels.org

 

Roy M. Doppelt and Associates, APC, Special needs trusts

16466 Bernardo Center Dr. #260,

SD, 92128

858-618-5510

www.sandiegodivorcelawyerhelp.com

 

Special Needs Trust Foundation of San Diego

P.O. Box 1890

Lakeside, CA 92040

619-201-2672

www.sntf-sd.org

 

Stierman & Zellmer, Special needs trusts

1429 30th St. #1,

SD, 92102

619- 550-5902

www.stiermanzellmer.com

 

Zach MacDougall and Stephanie Tsang, North Star Financial Planning

4445 Eastgate Mall #200

SD, 92121

858-812-3186

www.northstarfinancial.com

 

Philip P. Lindsley, CELA, CLS

San Diego Elder Law Center

4364 Bonita Road #461

Bonita, CA 91902

Sandiego.elderlaw.com

www.sandiegoelderlaw.com

We do not independently review the Third-Party providers or services. Therefore, it is essential that you thoroughly investigate any service that will be used by, or will be caring for, your child/adult.

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