Special Needs Planning |  Guardianship | Strategic Alliances  | Estate Planning | Individual & Corporate Planning

What We Do and Why

Pivotal life events often occur without warning. At SilverTree Special Needs Planning, we take great pride in knowing that we have helped our neighbors, friends, families and business owners make good decisions when it comes to being financially prepared for the unexpected. We put the needs of our clients first and hold the strong belief that doing business the right way leads to long-lasting relationships with the communities we serve.

Our values keep us on track in many ways, from our dedication to clients to our search for qualified recruits. We provide a professional environment offering unparalleled leadership. We demonstrate integrity by our commitment to accountability, honesty, and trust. We are committed to open communication and to working together as a team to meet client needs.

How We Can Help

We can be the voices of financial reason in this ever-changing world; the Financial Professionals you can trust. We listen to your concerns and evaluate your current financial situation. Then, we compare your existing plan with your values and objectives. We design a custom program for you, pointing out gaps and suggesting ways to reach your objectives more efficiently. We work with you to put your plan into action and help you coordinate and secure the required services and products. We don't stop there. We'll also monitor and report progress to you and help keep it current in an ever-changing financial environment.

Our Commitment to the Community

Along with helping people create wealth and security, we believe that giving back to the community is integral to the way we do business. Our associates actively involve themselves in over fifty charitable and community-based organizations including serving as President of Board of Academic Opportunity of Arizona (a Student Tuition Organization dedicated to imporving the educational choices for children living with disabilities), Co-Chair 2017 and Chair 2018 - 2019 of Autism Speaks Walk Now for Autism (in partnership with SARRC raising over $1,000,000.00 Annually), Arizona Bridge to Independent Living, Easter Seals, The Blake Foundation, The Southwest Autism & Resource Center and Hoofbeats with Heart. Each year, SilverTree Special Needs Planning recognizes one of our associates who have clearly demonstrated the superior qualities and attributes that embody our making a difference philosophy.

We are committed to sharing our knowledge and expertise about financial matters impacting families and businesses to the community at large. We have sponsored over 2,000 children living with disabilities or special needs to attend ASU Basketball & Football games for Disability Awareness Nights.

We take great pride in helping neighbors, friends, families and business owners make good decisions when it comes to being prepared for many of life's pivotal events.