With Whom Do We Work?
Financial Planning for Families of Loved Ones with Special Needs
Coordinate your loved one’s financial, legal, and care needs to help provide lifelong stability, protect benefits, and build a lasting support network.
Unsure How to Provide for Your Loved One’s Future?
As a parent or grandparent of a loved one with special needs,
you might be:
- Unsure how to coordinate special needs trusts, ABLE
accounts, and other long-term needs. - Concerned about who will manage financial and care
decisions when you’re no longer here. - Struggling to understand how to structure finances
without risking government benefits. - Looking for a financial advisor who understands both the
technical and emotional aspects of special needs
planning.
At Rockwood Wealth Management, we help families secure
their loved ones’ futures with an integrated strategy designed
for the long term.
Long-Term Planning for Lifelong Support
Our goal is to help you create:
A Sustainable Financial Future
Your assets and benefits will be thoughtfully structured to support a stable financial future for your loved one—without jeopardizing essential programs like SSI, SSDI, Medicare, or Medicaid.
More Stability, Less Uncertainty
With a financial and legal foundation in place, you will have a structured approach to maximizing benefits, protecting assets, and safeguarding your loved one’s dignity.
Freedom to Focus on What Matters
With a team providing ongoing support, you can stop worrying about the support system your loved one needs and spend more time being present with your family.
How It Works
Understand Your Goals
We start with a discovery meeting to learn about your family’s needs and concerns.
Create a Tailored Strategy
We assess your estate, benefits, tax situation, and investments to design a comprehensive plan.
Ongoing Guidance & Adjustments
We regularly review your plan to adapt to changes in benefits, laws, and your family’s needs.
Services
Special Needs Planning
Make decisions about trusts, benefits, and guardianship.
Cash Flow & Budgeting
Create a sustainable plan to cover daily and future expenses.
Estate Planning
Craft the strategies that help support all your heirs.
Government Benefits Navigation
Maintain eligibility for SSI, SSDI, Medicaid, Medicaid Waivers, and more.
Trust Planning
Protect assets while preserving essential benefits.
Able Account Strategies
Utilize tax-advantaged savings for your loved one’s future.
Tax Planning
Minimize taxes while preserving benefits and family wealth.
Investment Management
Grow & preserve wealth with evidence-based investing.
Rockwood's In-House Expert
At Rockwood Wealth Management, we provide fee-only, fiduciary financial planning for families supporting a loved one with special needs.
Advisor Jeff Llewellyn, CERTIFIED FINANCIAL PLANNER® and Chartered Special Needs Consultant® (ChSNC®), is also a father to an adult daughter with autism. He combines technical expertise, lived experience, and genuine empathy to help families navigate special needs planning, estate strategies, and government benefits.
Jeff has guided hundreds of families in establishing estate plans, including establishing special needs trusts and structuring wealth transfers while preserving benefits like SSI, SSDI, Medicare, and Medicaid.
A compassionate and knowledgeable guide, Jeff helps families plan with confidence and clarity.
Rockwood Wealth Management proudly serves families in Bucks County, Pennsylvania, and around the entire country.
Is Rockwood Right for You?
We may be a good fit if you:
- Are a parent or grandparent of a loved one with special
needs and seek guidance on long-term planning. - Have investable assets of $1 million or are a diligent saver who meets our minimum advisory fee.
- Want an advisory team with both technical expertise and personal experience in special needs planning.
Contact us today to learn how we can help you build a well – supported future for your loved one.
Ready to Take the Next Step?
Are you ready to create a lasting plan that protects benefits and provides lifelong care for your loved one? Take the first step toward creating the financial, legal, and support network your loved one needs by scheduling an introductory call today.
Memberships & Associations
