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.
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