Matt Adamczyk

About Matt Adamczyk

Matthew Adamczyk enjoys helping all people and families to create greater joy and confidence in their future. Working with a team of professionals, Matt offers guidance to help his clients reach their special needs planning goals. Much of Matt’s success and reputation grow from his focus on families with special needs dependents. As a SpecialCare℠ Planner, Matt has received advanced training in estate and tax planning concepts, special needs trusts, and government programs, as well as the emotional dynamics of working with people with special needs and their families. Matt brings higher levels of knowledge and understanding to his clients because he lives the life of a special needs parent. His personal experience with day-to-day family concerns, as well as long-term financial concerns, enables him to be particularly insightful, empathetic, and compassionate. Matt says it has been his privilege to assist many special needs families in identifying needs, developing strategies and implementing plans. “I live this life,” he explains. “Our family has faced and will face many of the same challenges, fears, hopes, and dreams as those I am asked to advise. As with our son, it’s not all about the person with special needs, but he’s standing at the center of the plan. He’s the reason we need one.” As an impact player and team leader, Matt has worked directly for senior executives such as Chairman, Chief Executive Officer, President, Chief Financial Officer, and Controller. All of these experiences inform Matt’s work for his clients. Matt is able to look at issues with an eye for what will be required in the long run, not just what may be needed today. His insights and drive led to his recognition as a member of Society 1851, a group of financial professionals comprised of MassMutual’s top-tier producers. And consider this: most of Matt’s new clients are referred by his existing clients, their CPAs or their attorneys. Matt Adamczyk can help you to address important decisions that all of us encounter but which many of us fail to act upon soon enough. Contact him today to schedule a no-obligation appointment. https://dallas-fortworth.massmutual.com/about-us/licenses

Experience

1. Special Care Planner Insurance and Fixed Annuity Representative

   Bluecrest Financial Alliances

   Jul 2011 — Present · Dallas-Fort Worth, TX, US

   Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive strategies or focus on one specific area of need. A SpecialCare℠ Planner receives advanced training and information in estate and tax planning concepts, special needs trusts, government programs, and the emotional dynamics of working with people with disabilities and other special needs and their families. Designations: Certified Life Underwriter (CLU) Special Care Planner/Chartered Special Needs Consultant (ChSNC) Certified in Long-Term Care (CLTC) Registrations & Licenses • Registered General Lines Agent for Life, Accident, Health and HMO in States of : •Texas, •Ohio,

Education

• Xavier University

  Honors AB, Classics and Mathematics

  1968 — 1972

• The American College of Financial Services

  Chartered Life Underwriter; Chartered Special Needs Consultant, Insurance and Financial Services

  2012 — 2015

• Leadership Richardson

  Alumnus, Civic Leadership

  2000 — 2001

• University of Wisconsin-Madison

  Masters of Science in Industrial Engineering, Industrial Engineering

• St. Ignatius Jesuit High School, Cleveland

  Valedictorian, Classical Honors

  1964 — 1968

• University of Wisconsin-Madison

  MS, Industrial Engineering

  1972 — 1974