My team and I provide Financial Planning and Financial Services. We’re specially trained in the unique planning needs of families with special needs dependents. We will work with you to develop a team of professionals that can assist you over the course of your child’s or family member’s life. As financial planners, we work to assist you in identifying goals and developing a holistic plan to make sure each goal and wish is reached over a person’s life. These plans are person centered and based on the financial and legal needs of the person with a disability. As planners, we also recognize that parents must take their own steps to protect their child’s future. My team and I realize that this is an ongoing relationship, especially since plans, a person’s needs or goals can change over the course of a lifetime. Therefore, we recommend developing a relationship early, establishing plans, and reviewing these plans on a continuing basis. These steps are an important part of protecting your child’s and family’s future and resources.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Autism Speaks is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000

CRN202210-272325