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Clarity in a changing environment Preserving choices Collaboration and knowledge

KNOWLEDGE. GUIDANCE. INNOVATION.

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




OUR APPROACH

Learn about our services & comprehensive planning model. 

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OUR CLIENTS

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

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OUR TEAM

Meet our diverse team and the unique experience they bring. 

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