We understand that planning for the future of a loved one with special needs can be challenging. Our team of experts is here to help you create a comprehensive plan that ensures your loved one is taken care of for the long term.
Our special needs planning services include a thorough analysis of your loved one's needs, financial situation, and eligibility for government benefits. We'll work with you to develop a personalized plan that addresses their current and future needs, including healthcare, housing, education, and other important considerations. We'll help you navigate the complex legal and financial aspects of special needs planning, including creating a special needs trust, accessing government benefits, and maximizing tax-efficient strategies.
Suffolk Location
1393 Veterans Memorial Highway
Suite 307 S
Hauppauge, NY 11788
631-851-5700
Nassau Location
6800 Jericho Turnpike
Suite 202W
Syosset, NY 11791
516-364-4203
Need help? Contact us.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual, Springfield, MA 01111-0001) AND are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services ARE offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. SIPC.org 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, 516.364-4203. CRN202604-4189495
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