
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.

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.
Words of Wisdom
“Different, not less.” - Temple Grandin