Focused solutions. Extensive products and services. Dedicated resources for individuals and families of children with special needs.

Contact a Special Needs Representative 1-877-456-7526

Specialized Support Designed for Parents with Special Needs Children

Special Needs Calculator Help take the guesswork out of planning for your child's future.

If you have a child with Special Needs, you have to look out for the health and financial future of that child. At the same time, you don't want to compromise your own priorities, such as saving for retirement, funding your other children's education, or supporting causes that matter to you. Your relationship with a Merrill Lynch financial advisor gives you a single point of contact for all your goals—and a person who is knowledgeable about and sensitive to the issues that special needs children and their families face.

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Special Needs Planning Tools

Merrill Lynch has developed unique special needs planning tools to assist financial advisors and their clients in determining financial security for special needs loved ones: the Special Needs Calculator, the Special Needs Planning Workbook. Please ask your Financial Advisor about these resources.

Services for Special Needs Trustees

Trustees of special needs trusts often require assistance with trust administration and investment services to help them fulfill their fiduciary responsibilities.

The Financial Foundation® report is an investment advisory service. Clients have sole responsibility for deciding whether, and how, to implement any aspect of the financial plan. There is no obligation to do so or to use Merrill Lynch for this purpose.

Get started today with the help of a financial advisor with Special Needs experience, call 877-456-7526 


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