28 Lawrence Street
Planning for today and tomorrow
Preserving choices for your loved one with special needs
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.
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.
“Different, not less.” - Temple Grandin
Learn about our services & comprehensive planning model.
Discover who our clients are and the questions we come across.
Meet our diverse team and the unique experience they bring.