Special Needs Planners works with families who have loved ones with special needs. We are specialists in providing comprehensive planning services which assist families in resolving their unique legal and financial planning issues. Our experienced specialists bring a personal and caring approach to securing their future.
Our mission is to improve the quality of life of persons with special needs and their families by providing information, specialists, products and services. Working as a team, we help ensure that your loved one will continue to have the quality of life you desire.
Roger Strege, CES™ is the founder of Special Needs Planners. He is a Financial Planner & Certified Estate and Trust Specialist™ and has dedicated a large part of his life helping families and children with disabilities.
After meeting with many special needs families over the past 20 years, Roger discovered that most parents were overwhelmed by the thought of planning for their loved ones. He found that they did not know where to begin or who to trust. Roger recognized the level of specialized knowledge that is required to effectively work with families who have special needs children.
Roger specializes in assisting persons with special needs and their families in identifying and resolving their unique life and planning issues. He helps them protect their government benefits, prepare appropriate wills, establish Supplemental and Special Needs Trusts, avoid family conflict, manage their family funds, and to reduce professional costs.
He is an active volunteer in the community. Roger is the founder and President of Autism Allies, a nonprofit dedicated to serving children and families with autism. He has served on the Board of Directors for ARC United, a nonprofit helping people with intellectual and developmental disabilities. He has held several leadership positions at his church, including Vice President, Evangelism Chairman, Head Elder and Church Council member.
Roger lives in Buffalo, Minnesota with his wife Suzanne. They have two adult children; their youngest daughter has autism.