Steven Schwartz, MetDESK Specialist, MetLife Financial Planning Division
Steven B. Schwartz, CFS, D.M.D., CLTC
Senior Financial Planner
MetDESK® Specialist
MetLife's Division of Estate Planning for Special Kids


Helping People Who Have Other Things to Think about...Make Better Financial Decisions.

 
Welcome! 
 
I applaud you for taking time out of your busy schedule to gather information that is important to you and your family.
 
Each day we face difficulties in managing our finances, inflation, taxes, debt, changing interest rates and stock market swings. 
 
Whether your needs revolve around traditional financial planning or involve planning for the future of your child with special needs… together, we can create a road map to take you where you want to go!
 
My mission is to help my clients realize their financial goals by creating and implementing financial strategies that focus on what is important to them to achieve their financial freedom.
 
One thing we can be certain of… is that the future will come, whether we are financially ready or not.  It’s Your Future – What’s Your Plan?
 
MetDESK® is MetLife’s Division of Estate Planning for Special Kids. We serve families who have children and dependents of all ages who have special needs. As a MetDESK® Specialist, I am knowledgeable in the issues facing parents of a child or other dependent with special needs. Planning for the future of an individual with special needs requires in-depth knowledge of the federal laws as they pertain to government benefit eligibility, as well as legal documents such as special needs trusts and guardianships. 
 
MetLife is the first financial services company to create a dedicated organization for special needs planning. MetDESK® has formed partnerships with several national grassroots organizations such as The Arc of the United States, the Autism Society of America, United Cerebral Palsy, the National Organization for Rare Disorders (NORD), the National Down Syndrome Society (ndss), the Huntington’s Disease Society of America and the Tuberous Sclerosis Alliance.
 
I invite you to take a few minutes to browse my web site for information that is helpful to you and your child with special needs, and call me with any questions you may have. You might also like to visit the “Seminars” section and enroll online for one of my upcoming workshops, “Planning for the Future of Your Child or Other Dependent with Special Needs.” Lastly, please be sure to visit the section entitled, “Your Intake Meeting” for a description of the services, resources and advocacy that I provide to families.
 
Enjoy your visit!
 
 
 
Financial Planning services are offered through qualified financial planners of MetLife Securities, Inc., a registered investment adviser.

We have representatives in this office licensed and registered to offer products and services in [FL, WA]. 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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