James T. Gentry, CFP & Special Needs Planner, Special Needs Trust
J.Todd Gentry, CFP®
MetDESK® Specialist

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

 

 

 

MetDESK Special Needs Planning Newsletter  

 

 

What Does a Special Needs Planner 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.*

 

 

 

 

 

 

 

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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Calculators

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