about us

Special Care Planning Team

Philosophy:

Our Special Care Planning Team’s holistic approach begins with a foundation of the key areas of traditional financial planning including financial position, protection, investments, tax management, retirement planning and estate planning. Then, it continues to address the additional planning dynamics that families with special needs face, including:

  • Life Care Planning
  • Government Program Integration
  • Family Dynamics
  • Legal and Tax Issues*
  • Financial Resource Management

Our process encourages communication among the family’s network of advisers, provides information, education, resources and specialists, and offers customized options that create financial and legal strategies unique to an individual’s situation.

Our team along with our extended team of legal and tax professionals help families to:

  • Address Current & Future Primary Issues
  • Uncover Potential Planning Pitfalls
  • Create a Special Care Vision
  • Identify Guardianship Needs
  • Prepare Wills & Other Legal Documents*
  • Identify Financial Resources
  • Coordinate Assistance Programs
  • Determine Current & Future Plan/Care Costs
  • Implement Necessary Strategies
  • Prepare a Letter of Intent
  • Determine Appropriateness of a Special Needs Trust
  • Identify Trustees, Guardians and Future Caregivers
  • Hold Family Meetings
  • Review Plan as Needed

If you believe our approach is right for you, or would like to more information to make that determination, please don’t hesitate to contact us for a confidential, no obligation consultation.

The information is provided with the understanding that it is not intended to be interpreted as specific legal or tax advice. Neither MassMutual nor any of its employees or agents are authorized to give legal or tax advice. Individuals are encouraged to seek the guidance of their own personal legal or tax counsel our through our network of attorneys and CPAs.

 

Contact Our Team Today:

Richard Burchill, ChSNC, CPA*
Phone: (919) 765-9815
rburchill@financialguide.com

J Vaclav
Phone: (919) 973-4880 x103
jvaclav@financialguide.com

Maudy Benz
Financial Services Professional
Phone: (919) 973-4880 x103
MaudyBenz@financialguide.com

David Crispin, CFP®
Managing Associate
Phone: (919) 619-2894
DCrispin@FinancialGuide.com

Lee Moore, CFP®, CLU®
Financial Advisor
Phone: (864) 968-2300
LeeMoore@financialguide.com

Larry Reid
Phone: (919) 755-3055
LarryReid@financialguide.com

Heather Shanahan
Agency Managing Director
Phone: (704) 661-5815
hshanahan@massmutualbrokerage.com

Domenica Stuckey
Investment Advisor Representative
Phone: (919) 755-3058
dstuckey@financialguide.com

 

*Authorized for accountancy services in the following states: North Carolina, Virginia.
Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies.


CRN201903-209249