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

As a PlanSmart credentialed representative, Don is qualified to deliver SpecialCare and Financial Planning workshops on numerous topics.

 

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

 
 

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

Online Privacy Policy | Legal Notices

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck