Lifelong care, beyond your lifetime.

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For families supporting loved ones with disabilities or special needs, financial planning requires additional care and foresight. SAFE offers expertise with compassion.

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How it begins:

We explore current care needs, available benefits, and your long-term vision for care and protection.

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What to expect:

Custom strategies that may include special needs trusts, guardianship plans, and benefit preservation—ensuring your loved one is cared for with dignity and stability long into the future.