Broker Check
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. 

Community Partners

67


OUR APPROACH

Learn about our services & comprehensive planning model. 

Learn More


67


OUR CLIENTS

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

Learn More


67


OUR TEAM

Meet our diverse team and the unique experience they bring. 

Learn More