A comprehensive review of your current financial positions analzying your risks, red flags, and potential short falls, while taking into consideration your dependent with special needs.
Identifying potential risks to your assets and income while proactively protecting your family’s overall financial plan and desired legacy from unforeseen events.
We understand every family has different risk tolerances and desired legacies, our team designs a tactical investment strategy to meet your unique financial goals and family needs.
When applied appropriately and in conjunction with the financial plan, tax strategies can help reduce the impact of taxes on investments maximize your legacy value.
We assist our clients with building a retirement plan to support not only you throughout your retirement, but in a way that you can leave enough behind for your dependent’s future.
We clients address the insurance needs to plan for retirement. Our broad variety of Life, Disability Income, and Long Term Care insurance products meet a range of financial needs for various time horizons, including lifetime coverage.
Maximize all available governmental assistance programs ranging from SSI and Medicaid to state-specific programs.
Work with
Financial Professionals who deeply care about your future
We focus on delivering quantifiable results for our clients, based on a personally tailored plan. We understand that every parent has different hopes, goals, fears, and expectations for their loved one’s future. This is why we have carefully curated a team and community partners in many fields to address common concerns, including financial, legal, tax, and government benefits.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
Bryan Smith is a SpecialCare Planner for Strategic Financial Group in Houston, Texas. He works with families to help develop customized Life Care Plans using unique and personalized strategies that seek to help maximize financial efficiency. He strives to build lifelong relationships with all of his families based on trust, respect, and ongoing advice on holistic Life Care and Financial Planning.
He says, “My passion to serve is born out of my personal journey and growth as the oldest brother of a child with special needs. I can relate to siblings and parents about the highs and lows of caring for a person with disabilities. I decided to become a Special Care Planner to help families, like mine, who have children or other dependents with special needs address the serious questions concerning their future well-being. I work together with parents or caregivers and siblings to help ensure lifetime care and quality of life.” He assists families with a myriad of issues including understanding and accessing public benefits, preserving benefit eligibility through Special Needs Trusts, and Guardianship concerns.”
CA Insurance License No. 0N05852, Domiciled in TX
Outside of work, Bryan is heavily involved in the Houston community that directly impacts families that have a loved one with special needs. He is currently the President of the Board for Family to Family Network. He also sits on the board for Be An Angel and Brazos Bend Guardianship Services. As a sibling, he is also a part of SibNet which is a national sibling network for siblings of individuals with special needs.
Check the background of this firm on FINRA’s BrokerCheck | CRN202606-7113531
Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies.
Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.
Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.
Member SIPC. Supervisory Office: 3 Greenway Plaza Suite 1500, Houston, TX 77046
Phone 713-402-3800.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC.
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. 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.
