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

Hours of Operation

Monday - Thursday
9:00 AM - 5:00 PM
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 individuals and/or the care teams of those with ASD to feel financially free. We are here to help individuals all across the spectrum enhance their quality of life while walking the path of financial independence. We work as part of the care team rather than just for the care team. We aim to create long-term relationships to journey with you through each phase of life. The reason we understand is that we’ve been there ourselves. Our team’s knowledge has been obtained not only through education and work but also personal experience.

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.


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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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