Steven C. Rhatigan

Founder and Principal

Steve_RhatiganSteve Rhatigan, a Chartered Lifetime Assistance Planner and a Certified Estate Planner, has been in the financial and estate planning profession has been in the financial and estate planning profession for over thirty-five years.  In the early 80’s he began working with the special needs community and soon became an enthusiastic disability advocate and helped build the National Organization Estate Planning for Persons with Disabilities and was a founding member of the National Institute for Life Planning. He now devotes his efforts in helping self-advocates, families and caregivers cope with lifetime care and support issues.

His initial efforts, in conjunction with several like-minded planners, laid the foundation for many of the current techniques used in the field of special needs planning today.  Although his primary passion is working with uniquely challenged individuals, and their caregivers, he also advises a wide range of groups in an effort to pass on the knowledge and experience accumulated through thousands of interactions with the extraordinary people he has had the privilege to know and serve.

He is a consultant to many private special needs residential communities nationally.  In Texas his clients are: The Brookwood Community, Marbridge, Breckenridge Village, Methodist Mission Home, Hope Village, The Village at Stony Glen and Cornerstone Ranch.  Steve also works closely with many school districts, medical providers and disability support groups to enhance their unique place in the special needs community. His popular seminar series cover all aspects of this unique area and are designed for parents, advocates, organizations and professionals.  As an unapologetic advocate he relentlessly seeks out individuals to take up the worthwhile profession of special needs planning and one of his favorite endeavors is as a guest lecturer at the School of Personal Financial Planning at Texas Tech University.

He has served as President of the Mental Health Association of Houston; The Houston Association of Insurance and Financial Professionals and the Texas PASS Network.  He served a three-year term on The Texas Department of Mental Health & Mental Retardation Advisory Board.  He is currently involved with many advocacy and support groups in various roles and is currently serving a 2nd term on the Board of The Burkhart Center for Autism Research and Education at Texas Tech University.

Steve_at_WHIn 2005, he was nominated to serve on The President’s Committee for People with Intellectual Disabilities. PCPID acts in an advisory capacity to the President and the Secretary of Health and Human Services on a broad range of topics relating to programs, services, and supports for persons with intellectual disabilities.  On May 8, 2008, Steve was named as Chairman for the Committee by President Bush and served in that capacity until April, 2010.

Steve has lived in and around the Houston area since 1974.  He is an Army brat and lived in multiple posts from Japan to Europe until returning stateside to attend Norwich University, The Military College of Vermont, where he graduated in 1972.  Steve has been married to Sharon Fitzgerald since 1976 and they have two grown children, Sarah and Sean.

His personal goals include completing a book about his journey and experiences in the special needs world, and working until at least 95, God willing.

Steve Experience_Blu