Broker Check

About Us

Our Primary Purpose

Craig Marcott is a specialty planning firm concentrating in the areas of Special Needs Planning, Medicare Retirement Planning and Insurance.

Special Needs Planning

Special Needs Planning

Special Needs Planning helps you to provide a safety net for your special needs child, allowing him or her to live life to the fullest. After transitioning from being Scott’s brother to his guardian, Craig opened his consulting firm in 2004. He uses his professional and personal experience to help parents achieve peace of mind, knowing that that there is a plan in place for the time that they will no longer be around to care for their child.

More
Insurance

Insurance

Insurance plays an important part in the planning process, whether it’s funding a special needs trust for your child’s future or protecting what’s most important in your life.

More
Medicare Planning<br/>

Medicare Planning

Medicare planning has become an increasingly important component of the planning process to protect retirement assets from unforeseen medical expenses for both special needs families and seniors. Because Medicare options can be overwhelming, we have recently added Medicare planning to our specialty practice to provide seamless advice to both special needs families and to seniors who want unbiased guidance navigating the complexities of Medicare options.

More

Have a Question?

Thank you!
Oops!