Special Needs Financial Planning Affinia Financial Group

Record last updated 2021/10/27 Comment on this info .Update this info

Contact Information

Affinia Financial Group
Contact: Alex Nadworny, CFP®, CTFA, Wealth Advisor
Email Address: [email protected]
Phone: 781-365-8586

80 Blanchard Road, Suite 201 Burlington, MA 01803
Area Served: Northeast

Map Location Special Needs Financial Planning

Narrative

Our workshops are offered on a pro-bono basis to help educate families with accurate and current information. We offer complimentary consultations to families to determine how and if we can help in the planning process. We charge a financial planning fee either hourly or on a flat-fee basis based upon the complexity of the family situation. 

Special Needs Financial Planning Workshops for families include Two Generations, Housing, the ABLE Account, and A Team to Carry On.

Affinia Financial Group conducts business under the Special Needs Financial Planning name. Advisory services offered through Affinia Financial Group, LLC, a registered investment advisor.

This content is intended to provide general information about Affinia. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information. 

Accessible Parking Affinia Financial Group Birth to 3, 3 - 4, 5 - 8, 9 - 13, 14 - 18, 19 – 22, 23 – 59, 60 + Burlington Alex Nadworny, CFP®, CTFA [email protected] 781-365-8586 27245 Special Needs Financial Planning Financial Planning 3) Northeast Family Support 80 Blanchard Road, Suite 201 Wealth Advisor https://specialneedsplanning.com/ 01803 Personal Funds All Disabilities National Wealth Advisor ABINGTON, ACTON, ACUSHNET, ADAMS, AGAWAM, ALFORD, ALLSTON, AMESBURY, AMHERST, ANDOVER, AQUINNAH, ARLINGTON, ASHBURNHAM, ASHBY, ASHFIELD, ASHLAND, ASSONET, ATHOL, ATTLEBORO, AUBURN, AUBURNDALE, AVON, AYER, BACK BAY, BALDWINSVILLE, BARNSTABLE, BARRE, BEACON HILL/WEST END, BECKET, BEDFORD, BELCHERTOWN, BELLINGHAM, BELMONT, BERKLEY, BERLIN, BERNARDSTON, BEVERLY, BILLERICA, BLACKSTONE, BLANDFORD, BOLTON, BOSTON, BOURNE, BOXBOROUGH, BOXFORD, BOYLSTON, BRADFORD, BRAINTREE, BREWSTER, BRIDGEWATER, BRIGHTON, BRIMFIELD, BROCKTON, BROOKFIELD, BROOKLINE, BUCKLAND, BURLINGTON, BUZZARDS BAY, BYFIELD, BYRANTVILLE, CAMBRIDGE, CANTON, CARLISLE, CARVER, CENTERVILLE, CHARLEMONT, CHARLESTOWN, CHARLTON, CHATHAM, CHELMSFORD, CHELSEA, CHESHIRE, CHESTER, CHESTERFIELD, CHESTNUT HILL, CHICOPEE, CHILMARK, CHINATOWN, CLARKSBURG, CLINTON, COCHITUATE, COHASSET, COLRAIN, COLUMBIA POINT, CONCORD, CONWAY, COTUIT, CUMMINGTON, DALTON, DANVERS, DARTMOUTH, DEDHAM, DEERFIELD, DENNIS, DENNISPORT, DEVENS, DIGHTON, DORCHESTER, DOUGLAS, DOVER, DRACUT, DUDLEY, DUNSTABLE, DUXBURY, EAST BOSTON, EAST BRIDGEWATER, EAST BRIMFIELD, EAST BROOKFIELD, EAST FREETOWN, EAST LONGMEADOW, EAST MATTAPAN, EAST SANDWICH, EASTHAM, EASTHAMPTON, EASTON, EDGARTOWN, EGREMONT, ERVING, ESSEX, EVERETT, FAIRHAVEN, FALL RIVER, FALMOUTH, FEEDING HILLS, FITCHBURG, FLORENCE, FLORIDA, FORESTDALE, FOXBOROUGH, FRAMINGHAM, FRANKLIN, FREETOWN, GARDNER, GEORGETOWN, GILL, GLOUCESTER, GOSHEN, GOSNOLD, GRAFTON, GRANBY, GRANVILLE, GREAT BARRINGTON, GREENFIELD, GROTON, GROVELAND, HADLEY, HALIFAX, HAMILTON, HAMPDEN, HANCOCK, HANOVER, HANSON, HARDWICK, HARVARD, HARWICH, HATCHVILLE, HATFIELD, HATHORNE, HAVERHILL, HAWLEY, HEATH, HINGHAM, HINSDALE, HOLBROOK, HOLDEN, HOLLAND, HOLLISTON, HOLYOKE, HOPEDALE, HOPKINTON, HOUSATONIC, HUBBARDSTON, HUDSON, HULL, HUNTINGTON, HYANNIS, HYDE PARK, IPSWICH, JAMAICA PLAIN, JEFFERSON, KINGSTON, LAKEVILLE, LANCASTER, LANESBOROUGH, LAWRENCE, LEE, LEICESTER, LENOX, LEOMINSTER, LEVERETT, LEXINGTON, LEYDEN, LINCOLN, LINWOOD, LITTLETON, LONGMEADOW, LOWELL, LUDLOW, LUNENBURG, LYNN, LYNNFIELD, MALDEN, MANCHESTER, MANOMET, MANSFIELD, MARBLEHEAD, MARION, MARLBOROUGH, MARSHFIELD, MARSTONS MILLS, MARTHA'S VINEYARD, MASHPEE, MATTAPAN, MATTAPOISETT, MAYNARD, MEDFIELD, MEDFORD, MEDWAY, MELROSE, MENDON, MERRIMAC, METHUEN, MIDDLEBORO, MIDDLEBOROUGH, MIDDLEFIELD, MIDDLETON, MILFORD, MILLBURY, MILLIS, MILLVILLE, MILTON, MONROE, MONSON, MONTAGUE, MONTEREY, MONTGOMERY, MT. WASHINGTON, NAHANT, NANTUCKET, NATICK, NEEDHAM, NEW ASHFORD, NEW BEDFORD, NEW BRAINTREE, NEW MARLBOROUGH, NEW SALEM, NEWBURY, NEWBURYPORT, NEWTON, NEWTON CENTER, NEWTON CENTRE, NEWTON CORNER, NORFOLK, NORTH ADAMS, NORTH ANDOVER, NORTH ATTLEBORO, NORTH ATTLEBOROUGH, NORTH BILLERICA, NORTH BROOKFIELD, NORTH CHELMSFORD, NORTH DARTMOUTH, NORTH DIGHTON, NORTH EASTON, NORTH END, NORTH GRAFTON, NORTH OXFORD, NORTH PLYMOUTH, NORTH QUINCY, NORTH READING, NORTH WEYMOUTH, NORTHAMPTON, NORTHBORO, NORTHBOROUGH, NORTHBRIDGE, NORTHFIELD, NORTON, NORWELL, NORWOOD, OAK BLUFFS, OAKHAM, ONSET, ORANGE, ORLEANS, OSTERVILLE, OTIS, OTIS ANGB, OXFORD, PALMER, PAXTON, PEABODY, PELHAM, PEMBROKE, PEPPERELL, PERU, PETERSHAM, PHILLIPSTON, PITTSFIELD, PLAINFIELD, PLAINVILLE, PLYMOUTH, PLYMPTON, POCASSET, PRIDES CROSSING, PRINCETON, PROVINCETOWN, QUINCY, RANDOLPH, RAYNHAM, READING, REHOBOTH, REVERE, RICHMOND, ROCHDALE, ROCHESTER, ROCKLAND, ROCKPORT, ROSLINDALE, ROWE, ROWLEY, ROXBURY, ROYALSTON, RUSSELL, RUTLAND, SALEM, SALISBURY, SANDISFIELD, SANDWICH, SAUGUS, SAVOY, SAXONVILLE, SCITUATE, SEEKONK, SHARON, SHEFFIELD, SHELBURNE, SHERBORN, SHIRLEY, SHREWSBURY, SHUTESBURY, SOMERSET, SOMERVILLE, SOUTH BOSTON, SOUTH DEERFIELD, SOUTH DENNIS, SOUTH EGREMONT, SOUTH END, SOUTH HADLEY, SOUTH JAMAICA PLAIN, SOUTH WEYMOUTH, SOUTH YARMOUTH, SOUTHAMPTON, SOUTHBOROUGH, SOUTHBRIDGE, SOUTHWICK, SPENCER, SPRINGFIELD, SQUANTUM, STERLING, STILL RIVER, STOCKBRIDGE, STONEHAM, STOUGHTON, STOW, STURBRIDGE, SUDBURY, SUNDERLAND, SUTTON, SWAMPSCOTT, SWANSEA, TAUNTON, TEMPLETON, TEWKSBURY, THREE RIVERS, TISBURY, TOLLAND, TOPSFIELD, TOWNSEND, TRURO, TURNERS FALLS, TYNGSBOROUGH, TYRINGHAM, UPTON, UXBRIDGE, VINEYARD HAVEN, WABAN, WAKEFIELD, WALES, WALPOLE, WALTHAM, WARE, WAREHAM, WARREN, WARWICK, WASHINGTON, WATERTOWN, WAYLAND, WEBSTER, WELLESLEY, WELLFLEET, WENDELL, WENHAM, WEST BARNSTABLE, WEST BOYLSTON, WEST BRIDGEWATER, WEST BROOKFIELD, WEST CONCORD, WEST DENNIS, WEST MATTAPAN, WEST NEWBURY, WEST NEWTON, WEST PEABODY, WEST ROXBURY, WEST SPRINGFIELD, WEST STOCKBRIDGE, WEST TISBURY, WEST YARMOUTH, WESTBORO, WESTBOROUGH, WESTFIELD, WESTFORD, WESTHAMPTON, WESTMINSTER, WESTON, WESTPORT, WESTWOOD, WEYMOUTH, WHATELY, WHITINSVILLE, WHITMAN, WILBRAHAM, WILLIAMSBURG, WILLIAMSTOWN, WILMINGTON, WINCHENDON, WINCHESTER, WINDSOR, WINTHROP, WOBURN, WOODS HOLE, WORCESTER, WORTHINGTON, WRENTHAM, YARMOUTH, YARMOUTH PORT

Service Types

  • Family Support

Program Type

  • Financial Planning

Populations Served

  • All Disabilities

Ages Served

  • Birth to 3
  • 3 - 4
  • 5 - 8
  • 9 - 13
  • 14 - 18
  • 19 - 22
  • 23 – 59
  • 60 +

Accessibility Features

  • Accessible Parking

Additional Information

  • Fees: Personal Funds
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