Special Care 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 Care Planning:

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

Special Care 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 Care Planner Joseph A. Parisi at (516) 686-7280 or jparisi@financialguide.com

 

Location: 2200 Northern Blvd Suite. 200, East Hills, NY 11549

Phone: 516-686-7000

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. [link to www.SIPC.org ] OSJ 2200 Northern Blvd Suite. 200, East Hills, NY 11549 (516) 686-7000. CRN202205-265101

 

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