UNIQUE NEEDS REQUIRE SPECIALIZED KNOWLEDGE

Address

74 Batterson Park Road, Flr. 1
Farmington, CT 06032

Hours of Operation

Monday - Thursday
9:00 AM - 5:00 PM
Friday 
9:00 AM - 1:00 PM

Planning Across The Spectrum

Unique Needs Require Specialized Knowledge

Unique Needs Require Specialized Knowledge

Our mission is to help self-advocating individuals, and/or the care teams of those with ASD or intellectual disabilities, feel financially free and enhance the quality of their lives. However, we understand that many people are not familiar with the financial planning process. We’re different because we simplify the process and provide solutions to make our clients comfortable with the financial planning process.

Our Services

Comprehensive Financial Planning

We are committed to finding an appropriate path for your unique situation.

P.A.T.S Speaking Engagements

We have options to address all of your financial needs and expectations.

Ongoing Coaching and Support

We know that you or your dependent are more than just a diagnosis.

Our Team

At Planning Across the Spectrum we utilize our education, certifications, and passion for the financial world along with our personal experiences and knowledge which one can only obtain with this first-hand experience. We provides a unique planning perspective for those with special needs, caregivers, and their families. While most people claim they understand what someone is going through, Our team has lived it. We have experienced the medical, social, educational, legal, vocational, and relational issues that come with being a member of the autism and disability community. Due to this, we can now provide specialized knowledge to our clients, and most importantly, we understands that just live every individual. Every situation is unique.

Our Team

At Planning Across the Spectrum we utilize our education, certifications, and passion for the financial world along with our personal experiences and knowledge which one can only obtain with this first-hand experience. We provides a unique planning perspective for those with special needs, caregivers, and their families. While most people claim they understand what someone is going through, Our team has lived it. We have experienced the medical, social, educational, legal, vocational, and relational issues that come with being a member of the autism and disability community. Due to this, we can now provide specialized knowledge to our clients, and most importantly, we understands that just like every individual. Every situation is unique.

FEATURED IN THE FOLLOWING PUBLICATIONS

FEATURED IN THE FOLLOWING PUBLICATIONS

 

Securities offered through LPL Financial, Member FINRA/SIPC

Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Planning Across the Spectrum are separate entities from LPL Financial

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CT, FL, MA, NY, PA, SC, VA, VT

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PlanningAcrossTheSpectrum.com 2020 ©
74 Batterson Park Rd Floor 1, Farmington, CT 06032​

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