Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Retirement Strategies, Business Succession Planning, Estate Planning, Risk Management Strategies, Special Care, Military
Bryan Smith is a Financial Planner for MassMutual Greater Houston. He works with families to develop customized Life Care Plans using unique and personalized strategies that maximize financial efficiency. He strives to build lifelong relationships with all of his families based on trust, respect, and ongoing advice on holistic Life Care and Financial Planning.
He says, “My passion to serve is born out of my personal journey and growth as the oldest brother of a child with special needs. I can relate to siblings and parents about the highs and lows of caring for a person with disabilities. I decided to become a Special Needs Financial Planner to help families, like mine, who have children or other dependents with special needs address the serious questions concerning their future well-being. I work together with parents or caregivers and siblings to help ensure lifetime care and quality of life.” He assists families with a myriad of issues including understanding and accessing public benefits, preserving benefit eligibility through Special Needs Trusts, and Guardianship concerns.
Check the background of this investment professional on FINRA’s BrokerCheck
3 Greenway Plaza Suite 1500
Houston, TX 77046