;

Donald T Brown ChSNC,ChFC

Special Needs Funding Coach

Donald T Brown ChSNC,ChFC

Special Needs Funding Coach

Donald T Brown ChSNC,ChFC

Special Needs Funding Coach

Profession LogoFINANCIAL PLANNER

Donald T. Brown, ChFC, ChSNC has been in the financial services industry for more than 30 years. He has been recognized as an industry leader in both personal production and management. Educating individuals and families on how to properly plan for a dependent with special needs is a primary focus of Don’s practice. He regularly presents to local support groups and nonprofit organizations. Don also provides assistance to local businesses and is a board member of his local Chamber of Commerce. In addition, he runs employee workshops on topics including retirement planning to corporate clients. Don demonstrates a broad, long-standing commitment to local community and philanthropic service. He is an over 20-year volunteer with Camp Fatima of New Jersey, an all-volunteer one on one camp for developmentally challenged children. He annually acts as a camp activities staff member as well as serves on their finance committee. Don is a graduate of Rutgers University with a degree in Economics and Finance and holds his Series 6, 7, 63, and 24 security licenses along with his life, annuity, accident and health licenses. He has earned the Chartered Financial Consultant, Chartered Special Needs Consultant, and Chartered Advisor for Senior Living designations. Donald T Brown is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. (ESI). Securities and investment advisory services are offered solely by ESI, (ESI – known as Vermont Equity Services in WI, NH, CO & MO), Member FINRA/SIPC, 200 Schulz Drive, Suite 125, Red Bank, NJ 07701, 848.200.7170. Special Needs Funding Coach and all other entities are independent of ESI. TC119682(0221)3

Firm Description

Welcome to Special Needs Funding Coach! The special needs community has been my primary focus for decades. Too often, the answers to “What will happen to my loved one with special needs when I’m gone?” are focused on legal documents, government programs, and adult/transition programs. While these components are also critically important, families and professionals often don’t know how to financially plan to: Retain government benefit eligibility Provide a lifetime of care focused on quality of life Securely plan for their loved one without sacrificing their retirement funds The fact is...it is not their fault if no one has shown them how. That is where Special Needs Funding Coach comes in. Our expertise and resources offer customized support to practically plan for each family's unique needs and priorities. Free specialized workshops/webinars are also available for parent or professional groups. Let us know how we can help you.

Hours

Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM

Cost

What Is a Special Needs Planner?

Main Office

200 Schulz Dr
Suite 125
Red Bank, NJ 07701

72 Eagle Rock Ave
ste 260
East Hanover , NJ 07006

161 Madison Ave
Suite 230
Morristown, NJ 07960

675 Third Ave
Suite 900
New York, NY 10017

On the web

View Firm Website

View Firm Blog


Topics

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