James T. Gentry,  CFP & MetDESK Specialist, Special Needs Trust
J.Todd Gentry, CFP®
MetDESK® Specialist
Financial Services Representative

MetLife's Division of Estate Planning for Special Kids
Financial Services Representative
An advocate for families
Phone: (636) 736-3319
Fax: (636) 736-3333

 

 

 CLICK HERE TO CALL ME 

When you click above you will be prompted to enter your phone number and name your phone will then ring and you will then be connected to me

 

To view streaming video on how Special Needs Planning may benefit you click here

 

 

 Click here  to get a Newsletter, sign up your group for a Workshop, request other Resources.

 

 

What Does a MetDESK Specialist do for your Family?

As a MetDESK® Specialist (MetLife's Division of Estate planning for Special Kids), I assist families in planning for the financial future of their children or other dependants with special needs.  This requires in depth knowledge of the federal laws as they pertain to government benefit eligibility, legal documents such as special needs trusts and guardianships, as well as financial considerations for providing not just lifetime care, but quality of life.*

 

Fequently Requested Documents

Click on text to view/download document

 

You can request a workshop for your group by clicking here.

Map to our offices

Special Needs Planning Book from Easter Seals and NEFE, National Endowment for Financial Education

Also have books available from other resources such as ARC of the united States, National Down Syndrome Society and others click here to request  

 

Market Volatility Concept 1

Market Volatility Concept 2

Market Volatility Concept 3

* Neither MetLife nor any of its affiliates, employees or representatives provide specific tax or legal advice. Please consult your tax advisor or attorney for such guidance

 

We have representatives in this office licensed and registered to offer products and services in [IL, MO]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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