General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
A Special Needs Trust or Supplemental Needs Trust (SNT) will give you the assurance and confidence that your family member or friend is in safe hands. As trustee, we use our knowledge and expertise to help improve the beneficiary’s quality of life while maintaining eligibility for public benefits.
We provide peace of mind for you and your family, taking care of your financial complexities so you can focus on what matters most.