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<strong>Knowledge. Guidance. Innovation.</strong>

Knowledge. Guidance. Innovation.

Upstate Special Needs Planning is not your traditional planning group. USNP is a comprehensive financial planning team who specializes in working with families who are caring for an individual with intellectual or developmental disabilities, mental health issues or (TBI) Traumatic Brain Injury.

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<strong>Retirement for two lifetimes</strong>

Retirement for two lifetimes

Your retirement may look different from your friends or coworkers. You need to work with a specialist to guide you through the unique planning your family requires.

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Words of Wisdom

“Different, not less.” - Temple Grandin

Meet the Team

Our Approach

Our Approach

Learn about our services & comprehensive planning model.

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Our Clients

Our Clients

Discover who our clients are and the questions we come across.

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Our Team

Our Team

Meet our diverse team and the unique experience they bring.

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