Barnum Financial Group - Westchester
UPDATED: February 25, 2019
As a Special Care Planner, I am trained and educated in the financial and daily living concerns that families with special needs dependents face. I provide customized financial planning and financial services that are created with you and your needs in mind.
I work with a team of professionals, including accountants and attorneys that can assist you over the course of your child or family member’s life. We help you to identify the goals you have for your family and develop a holistic plan to make that your vision so your dependent’s future becomes a reality. I recognize that this is an ongoing relationship, especially since a person’s needs can change over the course of their lifetime.
The professionals we work with recommend developing a team of external specialists, including financial planners, accountants, and attorneys early on to establish your individualized plan to review regularly. By following these steps, you are taking important steps to protect your child and family’s future.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. CRN202101-242827
Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.
- Insurances Accepted:
- Call for Fee
565 Taxter Road, Suite 625
Elmsford, NY 10523
David Goldwasser, CLU, ChFC, ChSNC
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Our Autism Response Team (ART) is specially trained to connect people with autism, their families, and caretakers to information, tools, and resources.