Steven Schwartz, Special Needs Planner, MetLife Financial Planning Division
Steven B. Schwartz, CFS, D.M.D., CLTC
Senior Financial Planner
Financial Services Representative


MetDESK® Specialist
MetLife's Division of Estate Planning for Special Kids
"Helping People Who Have Other Things to Think about...Make More Informed 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 you realize your financial goals by creating and implementing financial strategies that focus on what is important to you to achieve your 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. I 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.
 
I do not charge for any calls or conferences with fellow parents and extended families of individuals with disabilities. By taking this approach in assisting other families, I make certain that anyone who may need my services can take advantage of my experience - regardless of their financial status or situation.  It's Their Future -- What's Your Plan?
 
You've taken an important first step by browsing my web site for information that is helpful to you and your dependent with special needs. Please call me with any questions you may have. You might also like to visit the “Seminar” section and enroll online for one of my upcoming workshops, “Your Dependent with Special Needs. Making Their Future More Secure.” 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 and individuals.
 
Enjoy your visit!
 
Steven
 
 
 
Financial Planning services are offered through qualified financial planners of MetLife Securities, Inc., a registered investment adviser.

MetLife does not provide 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 [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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