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Welcome to

Meridian Special Needs Planning

Focused on Individuals and Families
Caring for a Loved One Living With Disabilities


Discover How We Can Help

Based in Arizona. Serving All 50 States.

We work with families to help coordinate the details of their loved one’s lives. Our team of dedicated professionals have been a part of the special needs planning community for nearly 10 years, and we are passionate about offering peace of mind to you and yours.

Whether you’re interested in our educational workshops or have questions surrounding the services we offer and how we might be able to help, we’re happy you’re here.

We’ll Help You Navigate the Complexities of:

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Special Needs Planning & Trusts

Family

Guardianship Filing

Government

Government Benefit Eligibility

Home

Estate Planning

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Retirement Planning

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Insurance

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And More


Navigating Your Family
Toward Achieving Peace of Mind

As individuals who are personally affected by loved ones living with special needs, we understand the confusion, stress and anxiety that often comes with piecing together the financial and personal details involved. Our goal is to help you clarify your needs and implement a plan of action to help ease your concerns and get back to embracing the moment.

Let’s Get to Know Each Other

We’re Passionate About Helping You
Plan and Prepare for Life's Challenges


Committed to Excellence

Meridian Special Needs Planning is committed to serving families in the special needs community with a comprehensive planning approach that addresses all aspects of your families needs. By coordinating the details of your finances and lifestyle goals, our planning process has been developed to ensure that no stone is left unturned.

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Nathan Buckles

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Nathan Buckles

Email: nathan.buckles@meridiansnp.com
Phone: (480) 561-3903

Nathan is a father to three beautiful children. With his years of experience in estate planning, financial planning, coordination of government benefits and lifestyle planning, he has helped hundreds of families create comprehensive life-long plans for their loved ones living with special needs.

Nathan educates and advocates for families in numerous states throughout the country. With the passage of the ABLE Act legislation in Arizona, Nathan has held numerous educational workshops with vital information pertaining to the Act, how it interacts with special needs trusts, government benefits, employment and lifestyle planning.

Schedule a Time to Talk

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Cliff Shnier

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Cliff Shnier

Email: cliff.shnier@meridiansnp.com
Phone: (480) 561-3906


Cliff knows first-hand the challenges and issues of raising a child with special needs and planning for that child’s future.  His oldest son, Jesse, now in his thirties, was diagnosed with Autism at age two.

Cliff obtained his law degree at the University of Toronto.  He practiced as a litigator for the first 12 years of his career, then switched to legal technology, spending 20 years in that specialty. In 2014, he again changed careers, passed his financial licensing exams, and went into estate and financial planning for families of persons with special needs. He has helped over a hundred families since then.  Cliff has spoken at numerous educational seminars on special needs planning in the past five years throughout Arizona, California and Illinois.

Schedule a Time to Talk


We’re Dedicated to Learning More About You

Our team is dedicated to the integrity and excellence of each plan we create. Until we fully understand the details of your situation and your ultimate goals. We are committed to building a relationship with you and your loved ones, in order to address your current and future needs.

When We Work Together, You Can Expect:

Tailored Advice

Complete Professional Services

Straightforward Conversations

Learn More About What We Offer

Planning With Purpose


What We Do & Why We Do It

Our solutions are geared toward parents and family members or friends of a child or adult living with a disability. We plan for your family holistically, not just for the person with the disability. We also take into account and address the details of how the special needs of a child affects retirement planning for their parents.

Together,
We’ll Address the Details:

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Putting the Jigsaw Puzzle Together

We believe it is critical that each aspect of your life is taken into account in order to complete a special needs plan. Not simply the legal documents, financial plan or advice surrounding government benefits alone, but everything together. In order to execute a successful plan, we’ll work with you to develop a clear understanding of the details involved. 

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Tailored Steps to Address
Your Unique Needs

With a comprehensive planning approach, we’ll address your most pressing financial concerns in an easy to understand way that is beneficial to both you and your family.

What You Can Expect

Step 1

Initial Consultation

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Step 2

Fact Gathering

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Step 3

Plan Presentation

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Step 4

Completion and Delivery

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Step 5

Follow Through and Ongoing Review

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Ready to Begin?

Schedule Your Complimentary Consultation

Educational Workshops

Special Needs Planning
Beyond the Numbers

Our workshops are geared towards parent groups who deal with a variety of financial issues and concerns. By offering a gentle approach, straightforward responses and genuine conversation, our events are a great place to gain perspective in a comfortable environment.

Interested in Scheduling a Workshop for Your Group?

Book us for an Event

We’ve Worked With

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ARC of Arizona logo
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Gateway Academy logo
Arizona Autism Charter School logo

And More...

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Insights & Understanding


From Our Point of View

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Ready to Get Started?

Contact Us Today

While we feel most at home in Arizona, Nevada and Southern California, we happily work with clients across the United States. Whether you have questions or are ready to schedule a complimentary consultation, give us a call, send us an email or fill out the submission form below to get started. We look forward to hearing from you.

Introducing

Meridian Financial Group

Meridian Financial Group logo

Bringing a Personal Approach
To Your Financial Future

With a complete range of financial products and services, we are motivated to develop solutions that address your goals and lifestyle. We’ll discuss your family, your finances and your goals for the road ahead.

Visit the Meridian Financial Group Website