582 Lynnhaven Pkwy, Suite 100
Virginia Beach, VA 23452
(757) 995-4562
At Perseverance Planning, we understand that caring for a loved one with special needs requires perseverance and extraordinary dedication—which includes thoughtful planning for the future. Our team combines focused financial planning and estate planning to help Virginia families create customized, lifelong plans that ensure your loved one will always receive the care and financial stability they need.
Focused Special Needs Planning for Three Critical Life Transitions
We focus on helping families navigate the three most challenging transitions in special needs planning:
1
When your child is first diagnosed with a disability or could qualify for governmental benefits.
2
When your child ages out of the public school system.
3
When you can no longer provide direct care or support.
Our comprehensive and caring approach ensures your loved one's needs are met with dignity and security through every stage of life.
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No matter the phase you're in, or which transition you're facing next, we can help.
Our Services Include
Plan for lifetime a lifetime of financial stability.
Structure assets and trusts to maintain Medicaid, SSI, and other critical benefits.
Create legally compliant trusts that provide for your loved one without jeopardizing benefits.
Establish tax-advantaged savings while maintaining benefit eligibility.
Identify and implement strategies that navigate guardianship, vocational options, housing, and independence.
Develop a comprehensive plan for when you can no longer provide direct care for your loved one.
The Perseverance Planning Difference
Our unique collaboration between financial planning and estate planning professionals provides your family with a truly comprehensive approach. We understand disability regulations, government benefits, and available resources—bringing you local expertise with personalized attention.