Special Care Planning

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Special Care Planning To help educate families and caregivers of people with special needs about the importance and steps That’s where we come in. We’re not just planners.

At Stonewater SpecialCare Planning, we understand that caring for a loved one with special needs means navigating a lifetime of unique financial decisions, emotional commitments, and planning priorities. We specialize in helping families build comprehensive financial plans that provide clarity, security, and long-term peace of mind. From special needs trusts and government benefits to guardianship strategies and future care planning—we walk alongside you every step of the way. Whether your child is just beginning school, entering adulthood, or transitioning into full-time care, our mission is simple:
To help your family thrive—today, tomorrow, and long into the future. We’re advocates, partners, and guides for the journey.

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a f...
10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

May this Yom Kippur bring peace, reflection, and renewal.
09/20/2026

May this Yom Kippur bring peace, reflection, and renewal.

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intent...
09/14/2026

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intentionality. That can include thinking
about timing, types of assets, and how giving can strategically fit into an overall
financial picture. Curious about what giving options could work for you? Let’s talk.

Wishing you and your loved ones a sweet, happy, and healthy Rosh Hashanah.
09/11/2026

Wishing you and your loved ones a sweet, happy, and healthy Rosh Hashanah.

Happy Labor Day! Hope everyone has a nice and relaxing weekend.
09/07/2026

Happy Labor Day! Hope everyone has a nice and relaxing weekend.

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.Many families are starting conv...
08/17/2026

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.
Many families are starting conversations earlier, thinking about how their values, priorities, and goals carry forward across generations. In many cases, the process can be just as meaningful as the outcome.

Let’s chat about how I can work alongside you on your estate planning goals.

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize...
07/13/2026

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize diversification across regions—recognizing different markets don’t always move in sync. Let’s work together to see if it may be
worth considering whether global exposure fits into your broader plan.

Let freedom ring! Happy Independence Day to all my fellow Americans.
07/04/2026

Let freedom ring! Happy Independence Day to all my fellow Americans.

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!
06/21/2026

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!

Today we honor Juneteenth — celebrating freedom, resilience, and the enduring contributions of Black Americans. Wishing ...
06/19/2026

Today we honor Juneteenth — celebrating freedom, resilience, and the enduring contributions of Black Americans. Wishing you a reflective and joyful .

Address

14241 Dallas Parkway, Suite 1200
Dallas, TX
75254

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 10am - 3pm

Telephone

+19723486385

Website

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