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CWP
  • Home
  • Our Team
    • Partners
    • Leadership Team
    • Service Ambassador
    • Financial Service Reps
    • Financial Advisors
    • Agent Emeritus
  • Services
    • Education Planning
    • Estate Planning
    • Business Solutions
    • Special Needs Planning
    • Retirement Planning
  • Careers
  • Culture & Events
    • Agency Videos
    • Events
  • Advisor Teams
    • Zea Financial
    • Okos Financial Group
    • Chris Vargas
    • Peggy Ehrhart
    • Riechert Financial Group
    • The Legacy Group
    • Sal Dileo
  • Contact Us

Special Needs Planning

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.

Special Needs Planning Information

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.

Featured Services

Education Planning

Retirement Planning

Education Planning



Estate Planning

Retirement Planning

Education Planning

Retirement Planning

Retirement Planning

Retirement Planning

Business Solutions

Retirement Planning

Retirement Planning

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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. 

cwp@financialguide.com


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 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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