As a Chartered Special Needs Consultant® (ChSNC®), Hannah Magrum specializes in financial planning for individuals with disabilities, people living with chronic health conditions, and families navigating complex care and public benefit systems. Her practice is grounded in both professional expertise and personal experience. As a parent of a medically complex child and an adult living with a mobility disability, Hannah understands the emotional, financial, and logistical challenges that can come with planning for a life that does not follow a traditional path.

Based in Medina, Ohio, Hannah works virtually with clients across the country, providing comprehensive, person-centered guidance tailored to each family’s unique circumstances. She also serves on the board of a nonprofit organization dedicated to advancing integrated housing solutions and creating stable, accessible living options for individuals with disabilities.

Beyond her advisory work, Hannah is a frequent speaker at conferences and educational workshops, a podcast guest, and a magazine contributor. She has also shared her personal experience of being matched with her service dog, Robbie. Hannah is deeply committed to serving her community and regularly volunteers her time to support programs that empower individuals with disabilities and their families.

Her areas of expertise include:

• Coordinating government benefits with private financial resources
• Funding and maintaining Special Needs Trusts and ABLE accounts
• Retirement planning for three or more—balancing caregivers’ retirement goals with the lifelong support needs of a loved one with a disability
• Housing and long-term care planning for adults with disabilities
• Medicaid waiver strategies and caregiver compensation
• Navigating guardianship, supported decision-making, and successor planning
• Planning for aging caregivers and future transitions
• Tax-aware strategies for families with dependents with disabilities

When a strategy involves legal or tax considerations, Hannah collaborates closely with each client’s chosen attorney or CPA to help ensure the plan is implemented appropriately and coordinated across the client’s broader professional team.

Hannah is married, a proud mother of three, and shares her life and work with her service dog, Robbie. Whether through education, financial planning, or direct client support, she is passionate about helping families move forward with greater clarity, purpose, and confidence.

Hannah lives in Medina, Ohio, with her husband, their three children, and her service dog, Robbie—who is generally the most popular member of the family.

An avid reader, Hannah typically finishes more than 175 books each year, a number that occasionally causes people to question whether she sleeps. She also enjoys traveling with her family, exploring Northeast Ohio, and finding accessible experiences they can enjoy together.

Hannah values giving back to her community and regularly volunteers her time in support of individuals and families affected by disability. She is especially proud of her board service with Rising Heights, a nonprofit working to advance integrated, accessible housing opportunities for people with disabilities.

Whether she is working, volunteering, reading, or spending time with her family, Hannah believes life is best approached with curiosity, purpose, and a healthy sense of humor.