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Special Care Planning

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Dallas, TX
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.

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.

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.

07/04/2026

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

06/21/2026

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

06/19/2026

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

06/15/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

05/25/2026

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.

05/18/2026

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, there are ways to access funds without selling your investments. Several approaches are available, and understanding liquidity options can help keep long‑term goals in view. Let’s connect.

05/10/2026

Wishing all mothers a day filled with appreciation and joy. Thank you for all you do!

05/05/2026

Happy Cinco de Mayo! Today is more than a celebration of Mexican heritage; it’s a tribute to resilience, unity, and cultural pride.

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

http://www.stonewaterplanning.com/

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