Special Care Planning

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.

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep g...
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.

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.
05/25/2026

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

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, the...
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.

Wishing all mothers a day filled with appreciation and joy. Thank you for all you do!
05/10/2026

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

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

The need for disability income (DI) insurance is often misunderstood. Many think it’s a safety net only for those withou...
05/04/2026

The need for disability income (DI) insurance is often misunderstood. Many think it’s a safety net only for those without savings. But in reality, DI can play an important role in helping high earners protect their income and assets. Let’s start a conversation about strengthening your financial flexibility for the years ahead.

Today we celebrate our planet and commit to a greener, brighter future.
04/22/2026

Today we celebrate our planet and commit to a greener, brighter future.

With recent OBBBA changes, small decisions can add up. Let’s review your financial strategy: align cash flows, review an...
04/20/2026

With recent OBBBA changes, small decisions can add up. Let’s review your financial strategy: align cash flows, review any charitable and estate moves, and coordinate with your tax advisor so there are fewer surprises next spring.

A home can be a meaningful inheritance — but rising taxes, maintenance costs, and debt mean it may not be as simple or a...
04/06/2026

A home can be a meaningful inheritance — but rising taxes, maintenance costs, and
debt mean it may not be as simple or as affordable as expected. The Great Wealth
Transfer needs thoughtful planning. Curious to explore what inheritance readiness
looks like? Let’s talk.

Celebrating the season of renewal and gratitude. Wishing you a wonderful Easter!
04/05/2026

Celebrating the season of renewal and gratitude. Wishing you a wonderful Easter!

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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