A specialty practice of Affinia Financial Group
Our special needs financial planning team is a specialty practice within Affinia Financial Group. As CFP® professionals and parents and siblings of people with special needs, we understand first-hand what it takes to plan for a complex life. We have been working with individuals and families to plan for their future and for the lifelong needs of their family member with a disability for more than 20 years.
Providing for a son or daughter with unique needs requires a plan that will last for two generations. Our advisors work as a multigenerational team and we are positioned to provide council and continuity for the second generation.
A comprehensive plan will consist of:
- Coordination of government benefits
- Managing personal financial resources to be available
- A proper estate plan, in collaboration with your attorney
- A team of individuals in place who will continue to implement the plan when a parent or caregiver is no longer living or able to do so.
We follow a defined fiduciary investment management process to invest our clients’ assets toward the goals defined in their financial plan and, in the case of trust assets, the on-going needs of the beneficiary.
We are authors of The Special Needs Planning Guide, How to Prepare for Every Stage of Your Child’s Life, Brooks Publishing 2008, and life-long advocates for people with disabilities serving both in the ranks and on the boards of Massachusetts public and non-profit organizations.
We are located in Burlington, MA and have clients across the US, although our practice is centered in New England. Our educational blog has thousands of followers from around the world and we invite you to learn more about us at our website, Special Needs Financial Planning.