NYC’s Choice for Special Needs Planning

We help build fulfilling lives.

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Stuart Flaum recently helped me with financial planning for my grandson. I have a strongly favorable opinion of Mr. Flaum as a highly knowledgeable financial planning advisor who is genuinely caring and personable in his manner.  He impresses me as being equally effective for parents at all income levels.
-William
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You enabled the families at the workshop to feel comfortable speaking about private matters and you facilitated the linking of families who could help each other. Your presentation about the proposed 17A reforms was crystal clear.
- Margaret
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His evaluation of a family's circumstances and recommendations are insightful and very helpful in discussing Special Needs Trusts, negotiating  the SSI maze, Medicaid, Waivers and related puzzles.  We felt felt that because of his son he really understood what our concerns were.
- Victor
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The information that you shared with us is valuable and we all learned how we can be more financially self-sufficient with our money with some support from our families.
- Michele
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Stuart Flaum is that rare combination of supreme knowledge and compassion for families caring for someone with a disability needing support in planning for their loved one's future. He has the patience of a Saint when it comes to sitting down with parents and presenting all of their future care planning options.
- Garfield
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Stuart Flaum is dedicated, compassionate and highly skilled professional who skillfully guides families through the maze and confusion of future and financial planning. He does it always with their best interest in mind.
- Anonymous
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Our first workshop on Special Needs Planning featured renowned planning expert Stuart Flaum. The relevance of the topic and success of the presentation convinced us that we will be asking Mr Flaum for an encore workshop.
- Susan
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Stuart always makes himself available to conduct training sessions around NYC for families who need to know about future care planning so they can make the best decisions for their family member with a disability. His heart is pure gold and his passion for helping, unwavering.
- Gary
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I’ve told so many friends about you and your incredible guidance and support!
- Lisa
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There are almost 1 million families in which adults with I/DD are living with aging caregivers.
In ⅔ of these families,

There is no plan for the future.
Many parents of those with intellectual and developmental disabilities are not doing enough to prepare for the prospect of their children outliving them.
The survey found that barriers to long-term care plans included cost, lack of time and stress. The biggest reason, cited by 61 percent of parents, was a lack of residential, employment and recreational services.
Thirty-nine percent of parents reported a lack of information as a barrier to future planning.
Fewer than half of parents of children with intellectual and developmental disabilities make long-term plans about who will take over their child’s care if the parent or other relative providing care dies or becomes incapacitated, a new study suggests.

How We Help

We enable independent lives
for people with disabilities

Our Updates

Meet Stuart

Stuart is personally motivated and sincerely dedicated, helping individuals live self determined and financially secure lives. To that end, Stuart has spent the past 20 years advocating, preparing and designing strategies for successful outcomes.
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Call us at 1.888.552.7637