Special Needs Planning Academy

Family is Everything

For many, building a family is the greatest achievement in a lifetime. Raising children and watching them meet and exceed their potential in life is more than exhilarating. With increased knowledge and awareness of children with various disabilities, it's essential to modify how we meet the individual needs of our children to provide the best quality of life for their futures.

Every child is uniquely made with various talents and challenges. Did you know that there were 6.6 million U.S. students between the ages of 3-21 who received special educations services during the 2014-2015 school year? Through various public assistance programs, many families can receive support for primary needs. But the long-term aspirations for your family and your child with special needs are going to require more strategic planning.

Preparation is Key

How do you leave funds for your child with special needs without disqualifying him or her from public assistance?
How do you make sure that the funds are well managed?
How do you make sure that your other children are not over-burdened with caring for their sibling with special needs?
How do you equally distribute your estate between your child with special needs and your other children?
How do you make sure there is enough money for future ongoing needs?

As an advocate, you know what's best for your child with special needs and for your family as a whole. Today there is more than enough information available about how to receive emotional, financial, and education support, but for many parents, it's difficult to know where to begin.

Let's Start Building Your Plan

Special Planning for a Special Life

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

contact us

Gary McGovern

Wealth Management Advisor

412-799-8850

412-391-6700

gmcgovern@mcgovernwealth.com

Gary McGovern is a Wealth Management Advisor, and serves as a mentor and trainer to other professionals at The McGovern Wealth Group and Lifetime Financial Growth, LLC. Specializing in wealth protection, accumulation and distribution...

Jared Etkins, CFP®, ChFC®

Wealth Management Advisor

jetkins@mcgovernwealth.com.com

Jared Etkins, CFP®, ChFC®, is a Wealth Management Advisor at The McGovern Wealth Group. Dedicated to helping clients develop financial freedom, he follows a distinct process that covers all aspects of clients’ finances,...

Jim McGovern CFP®, ChFC®, CExP®

Wealth Management Advisor

412-799-8850

412-391-6700

jmcgovern@mcgovernwealth.com

Jim McGovern, CFP®, ChFC®, CExP®, is the Founder of McGovern Wealth Group at Lifetime Financial Growth, LLC. As a Wealth Management Advisor and Business Exit Planner, Jim specializes in delivering a holistic and...

Kyle Richert

Wealth Management Advisor

412-389-2201

krichert@mcgovernwealth.com.com

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0M64579

Patrick Callahan, MBA

Wealth Management Advisor

412-799-8850

412-391-6700

pcallahan@mcgovernwealth.com.com

Patrick Callahan is a Wealth Management Advisor with a focus in business development and enriching the client experience at the McGovern Wealth Group. Committed to helping clients develop financial balance through holistic financial...

Ryan Wirth, MBA

Wealth Management Advisor

724-831-7127

rwirth@mcgovernwealth.com

Ryan Wirth is a Wealth Management Advisor at McGovern Group. With a focus on planning, business development and relationship management, Ryan is dedicated to helping businesses and individuals develop effective solutions for reaching...