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Bryan Smith, ChSNC

Strategic Financial Group SpecialCare

Bryan Smith, ChSNC

Strategic Financial Group SpecialCare

Bryan Smith, ChSNC

Strategic Financial Group SpecialCare

Profession LogoFINANCIAL PLANNER

Bryan Smith is a Financial Advisor for MassMutual Greater Houston. He works with families to develop customized Life Care Plans using unique and personalized strategies that maximize financial efficency. 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 myraid of issues including understanding and accessing public benefits, preserving benefit eligibility through Special Needs Trusts, and Guardianship concerns. 

Firm Description

Bryan Smith is a SpecialCare Planner for Strategic Financial Group located in Houston, Texas. He works with families to develop customized Life Care Plans using unique and personalized strategies that maximize financial efficency. 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 myraid of issues including understanding and accessing public benefits, preserving benefit eligibility through Special Needs Trusts, and Guardianship concerns. 

CRN202304-282144

Hours

Day From To
Monday 7:30 AM 6:00 PM
Tuesday 7:30 AM 6:00 PM
Wednesday 7:30 AM 6:00 PM
Thursday 7:30 AM 6:00 PM
Friday 7:30 AM 6:00 PM

Cost

What Is a Special Needs Planner?

Main Office

3 Greeway Place
Suite 1500
Houston, TX 77046

On the web

View Firm Website


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts