Special Needs Financial Planning, a specialty practice of Affinia Financial Group
Financial Services - Burlington, Massachusetts, United States
Special Needs Financial Planning, a specialty practice of Affinia Financial Group Employees
Special Needs Financial Planning, a specialty practice of Affinia Financial Group Details
At Special Needs Financial Planning we work with families like our own to plan for their future and the lifelong support of their child with special needs. As a specialty practice of Affinia Financial Group, we provide comprehensive financial planning and investment management services. Our practice has several unique attributes.• We wrote a groundbreaking book, of our groundbreaking book, The Special Needs Planning Guide, How to Prepare for Every Stage of Your Child's Life, (Brookes Publishing), now in its 2nd edition (1/2022).• Our planning takes a broad view over two lifetimes: working with parents to secure their financial future while helping them combine personal and government resources to plan for lifetime support of their family member with a disability. • We have built our reputation and critical relationships through decades of service on boards and statewide organizations. We take great pride in having been instrumental in shaping policy regarding the manner in which services are delivered to families of people with special needs. The Special Needs Financial Planning team:Cynthia Haddad, CFP®, ChSNC®John Nadworny, CFP®, CTFAAlexandria Nadworny, CFP®, CTFAAffinia Financial Group, LLC ("Affinia") is a Registered Investment Advisor ("RIA"), located in the Commonwealth of Massachusetts. Affinia provides investment advisory and related services for clients nationally. Affinia will maintain all applicable registration and licenses as required by the various states in which Affinia conducts business, as applicable. Affinia renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
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