Investments

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

Merrill Lynch Special Needs Financial Services

Specialized Support That Provides Peace of Mind

Caring for a child with special needs is a responsibility that brings many challenges. It includes making sure your family member with a disability will be cared for throughout his or her lifetime. An integrated long-term financial strategy can help provide for your child while addressing your other goals and the needs of your entire family.

Our team approach to addressing special needs can provide you the assistance and guidance appropriate for your particular situation. As a Merrill Lynch client, you'll be able to work with a single point of contact — a Merrill Lynch Financial Advisor — who is knowledgeable about and sensitive to the issues surrounding special needs children and their families.

A sound financial strategy, created with the help of two Merrill Lynch Financial Advisors, is helping this couple cover the significant costs of providing the long-term care their special needs son requires.

Worried about who would care for their autistic son after they were gone, Heidi and Tal Kaufmann turned to their Merrill Lynch Financial Advisor for help in crafting special financial solutions to secure his future.

Questions to ask a Special Needs Network Financial Advisor

What is a Special Needs Network Financial Advisor?
How can I create a financial strategy that ensures the lifetime financial security of my special needs child or loved one?
What tools and services does Merrill Lynch provide for families of individuals with special needs?
How can I realize my retirement vision and ensure the future of my special needs child?
What is a Special Needs Trust?
How do I manage my liabilities to improve my overall financial picture?
How do I know if I'm on track to meet my goals?

Your Needs

Tools and Resources

Special Needs Calculator

Investments

Specialized Support That Provides Peace of Mind

g_ml_tm_jsLib_1_0.writeHrefTagForArticle('caringforfamily', 'Caring for Family'+' <span class="dblArrowBlue"><img width="9" src="/publish/TM/images/blank.gif" height="7" alt=""></span>');

g_ml_tm_jsLib_1_0.writeHrefTagForArticle('specialneedsspecialadvice', 'Meeting the Future Needs of an Autistic Child'+' <span class="dblArrowBlue"><img width="9" src="/publish/TM/images/blank.gif" height="7" alt=""></span>');

Questions to ask a Special Needs Network Financial Advisor

Your Needs

Related Products and Services

Tools and Resources