The Washington Group Special Care Planning Team

The Washington Group Special Care  Planning Team

3925 Old Lee Highway, Suite 53-B, Fairfax VA 22030

(703) 865-6502 – office
(703) 865-8472 – fax

calford@financialguide.com
jhulick@financialguide.com
www.massmutual.com/specialcare

Our Mission The Washington Group Special
Care Planning Team’s mission is to help make a
positive difference in the lives of individuals
with special needs, their caregivers, and other
family members. Our knowledgeable and
dedicated Special Care Planners, many of whom
focus on this field because of close ties to
Special Needs individuals in their own lives,
assist families with developing valuable
financial strategies, and creating strategic
financial solutions that integrate with
Government programs and other community
supports. Through our network of
organizations, professionals, and specialists, we
can provide appropriate referrals to further
assist families with their unique situations. We
also help coordinate family education and
communication.

Why Special Needs Planning?

If you care for a person with a disability or
other special needs, it’s important that you
look beyond their medical care attention and
the help you provide on a day-to-day basis.
How you prepare for their financial well being
– and yours as well – will make a tremendous
difference in your lifestyle now and when you
are no longer caring for your loved one. Our
Special Care Planners will work with you and
your advisors (banker, accountant, lawyer,
social worker, etc.) to review your financial
picture and offer options that make sense for
your situation. Your financial analysis will
take into consideration benefits such as
Medicaid or Supplemental Security Income so
they aren’t jeopardized. We also have an
extensive network of organizations,
professionals, and specialists, from which we
are able to provide appropriate referrals.

Credentials

Our Special Care Planning Team members have
received advanced training and information in
estate and tax planning concepts, special needs
trusts, government programs, and the emotional
dynamics of working with people with
disabilities and other special needs and their
families. Planners have a Chartered Special
Needs Consultant (ChSNC) designation from
The American College or the Special Care
Planner designation.

http://www.massmutual.com/specialcare
(703) 865-6502
(703) 865-8472 – fax

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The Washington Group Special Care Planning Team