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
Financial Planning for Families
We are committed to finding an appropriate path for your unique situation.
Planning and Support for Individuals
We know first hand that you are more than just a diagnosis.
Employer Benefit Consulting
We customize benefits to reflect your diverse workforce.
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
Links
Recent Posts
Connecticut Launches their own ABLE account
Connecticut has just announced their ABLE program in Connecticut. And I know many individuals have been opening ABLE accounts around the state and have many questions. Please note this article is specific on Connecticut announcing their ABLE program. For more general...
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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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74 Batterson Park Rd Floor 1, Farmington, CT 06032