Special Needs Planning

 Planning for dependents with special needs can be complex, and every plan is unique to the family. This type of planning requires experience, knowledge, and access to resources.

Special Needs Planning:

  • Helps families make wise choices for the future
  • Creates opportunities
  • Helps protect those who cannot protect themselves
  • Is unique to each family

Special Needs Planners are given extensive training on how to…

  • Preserve government benefits
  • Network on an individual and organizational basis within the special needs community
  • Provide special needs educational workshops
  • Fund Special Needs Trusts
  • Identify and coordinate a team of advisors and advocates including qualified attorneys, non-profits organizations and service providers

 For more information contact Special Needs Planner Joseph A. Parisi at (516) 686-7280 or jparisi@financialguide.com

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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