SNPG

We provide investment management services that are designed to help families achieve their financial goals while minimizing risk. This includes helping to maximize their employer-based benefits, such as 401k, stock options or RSUs, while also determining ways to reduce or defer taxes... The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Special Needs Planning Group makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Also known as: Special Needs Planning Group

Primary location: Santa Clara United States