Welcome to our online library of educational videos. These were produced specifically for our client families and cover a wide range of topics including special needs trusts, guardianship, government benefits, and everything that goes into creating a special needs plan tailored to your unique goals. Please feel free to watch and learn as often as you wish, and let us know how we can assist your further.
101 N. McDowell Street
Suite 120
Charlotte, NC 28204
4000 Westchase Blvd.
Suite 400
Raleigh, NC 27607
704-326-7910
Fax: 980-237-9567
info@aspecialneedsplan.com
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory Office: 4350 Congress St., Suite 300, Charlotte, NC 28209, (704) 557-9600. A Special Needs Plan, MML Investors Services, LLC, nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney, legal or tax counsel for advice on specific legal and tax matters.
CRN202611-5416436