Donald T. Brown, ChFC®, ChSNC®, CASL®

Financial Services Executive                                  Financial Advisor
Special Care Planner

Providing Financial Guidance to Families with Special Needs Dependents and the Businesses That Serve Them.



For over 30 years, we have provided Specialized Financial Services to families and businesses with a wide range of Special Needs children and adults. This requires in depth knowledge of the federal laws as they pertain to government benefit eligibility, legal documents such as special needs trusts and guardianships, as well as financial considerations for providing quality lifetime care. Our team at MassMutual Tri State is designed to provide superior expertise in all areas of income replacement, employee benefits, retirement planning and risk mitigation.


 



Workshops and Speaking Services



Don is qualified to deliver SpecialCare and Financial Planning workshops on numerous topics.










 




Hello! The New Jersey Human Services Commissioner launched the NJ ABLE account program today. NJ residents now have the option of funding an ABLE account in New Jersey or in another state’s program that accepts non-residents. For more information go to https://savewithable.com/nj/home.html.


 


Please take a minute to review MY BIO.


For more information on our many products and services simply CONTACT US and we will be in touch.


 


SpecialCare Planner: A specially trained professional who assists families plan for the financial future of their children with needs.


Chartered Financial Consultant (ChFC®) Designee


Chartered Special Needs Consultant (ChSNC®) Designee


Chartered Advisor for Senior Living (CASL®) Designee

 

MassMutual refers to Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and its affiliated US insurance agencies.  Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.  Securities offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC.  Supervisory Office: 186 Wood Avenue South, Suite 301, Iselin, NJ 08830-2763, Phone: 732-623-5700.

Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract.

CRN202101-240798

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