Special Needs Planning and Resources, LLC

Contact Info

Special Needs Planning for Your Loved One with a Disability

Business Overview

Special Needs Planning for Your Loved One with a Disability. I help families make deliberate, conscious decisions to protect those who depend on them - because I've found that most parents don't get around to making these choices until they meet someone like me who is knowledgeable in this area and will cause them to think about it. I do not charge for any calls or intake meetings with fellow parents and extended families of individuals with disabilities. By taking this approach in assisting other families, I make certain that anyone who may need my services can take advantage of my experience - regardless of their financial status or situation. For more information on the advocacy and resources that I provide to fellow parents and family members, or to schedule a complimentary intake meeting, please call Diann Jones at (302) 530-1234. Alternatively, you may email Diann Jones at diann.jones@nationwide.com with your request, including your daytime contact information.

Geographic Area

Mid-Atlantic Region

Line of Business

Finance > Financial Services > Financial Products

Brands We Carry

We have representatives in this office licensed and registered to offer products and services in CA, DE, FL, MD, NC, NJ, PA, UT and VA. Licenses and registrations will vary by representative, and some representatives may be licensed and registered in additional states. Please contact this office for further information.

Products And Services

The fact is that most families aren't aware that if they leave more than $2,000 in countable resources to their child or adult family member with a disability, the individual will lose eligibility for most government benefits. I help families make deliberate, conscious decisions to protect those who depend on them - because I've found that most don't get around to making these choices until they meet someone like me who is knowledgeable in this area and will cause them to think about it.

Discounts Offered

Securities and Investment Advisory Services offered through Nationwide Securities, LLC., member FINRA, SIPC and a Registered Investment Advisor. DBA Nationwide Advisory Services, LLC. in AR, CA, FL, IL, NY, TX and WY. Representative of Nationwide Life Insurance Company, affiliated companies and other companies.

Additional Information

Registered Representatives may only conduct business with residents of the states in which they are properly licensed and/or registered. Please note that not all of the products and services that may be mentioned are available in every state. Special Needs Planning and Resources, LLC, is not an affiliate of Nationwide® or its subsidiaries. Neither Nationwide nor its representatives give legal or tax advice. Please consult your attorney or tax advisor for answers to specific questions.

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