Joel P. Dettwiler

Special Care Planner, Financial Planner, Investment Advisor Representative



My mission is to help families plan for the future of their dependents with special needs by providing education and possible financial solutions, which can help maintain a lifetime of quality care. As a Special Care Planner, I help families:

  • Gain a greater understanding of government benefits
  • Understand some of the techniques available to help preserve government benefit eligibility for SSI and Medicaid
  • Understand financial issues in special needs planning, including funding special needs trusts
  • Understand the benefits of a Letter of Intent
  • Learn about the role of a guardian and conservator with respect to their special needs dependent
  • Determine how much money is needed to fund a lifetime of quality care


UW-Platteville, UW-Madison, The American College of Financial Services

Community Involvement

Disability Action Network (DAN), Rotary International

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Estate Planning
  • Financial Education
  • Special Needs (ChSNC Required)
  • Military
  • Retirement Income Planning
  • Risk Management Strategies


  • English

Set-up an Appointment


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