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Specialcare Planning Team at Massmutual Greater Houston
the massmutual greater houston specialcare™ planning team focuses on helping families identify and prioritize financial goals and objectives for their loved ones with special needs by implementing strategies that are designed to help leave a legacy in a more cost-effective and tax-efficient way. we address planning dynamics that a family with special needs face, including estate plans, trustee options, quantifying a child’s lifetime need, coordination with the next-in-line caregiver, financial planning for the parents and life care planning. our team is led by bryan smith, a chartered special needs consultant (chsnc®), which makes bryan uniquely qualified to understand the intricate needs of families with special needs. coupled with our extended team of top professionals and specialists, we are able to assist families with any need that arises. local firms are sales offices of massachusetts mutual life insurance company (massmutual), and are not subsidiaries of massmutual or its af
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