We share a common bond - we are parents and siblings of people with special needs. As Certified Financial Planning Professionals, we have been working with families to plan for their future and for the lifelong needs of their family member with a disability for more than 20 years. Have you started to think about college planning and life after school for all your children?.
Have you planned for the unthinkable: if you or your spouse were to die prematurely or become disabled?. Your child will be developing both life and vocational skills as they approach age 22. Have you created a vision for your child's future and a plan to fund it? Does your planning meet your personal needs, those of your child with special needs and all your family members?
Have you planned for the unthinkable: if you or your spouse were to die prematurely or become disabled?. Your child will be developing both life and vocational skills as they approach age 22. Have you created a vision for your child's future and a plan to fund it? Does your planning meet your personal needs, those of your child with special needs and all your family members?
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We are deeply committed to providing knowledge, guidance and advice based upon our personal and professional experience. Cynthia Haddad, CFP grew up watching parents love and care for her older brother with special needs, while juggling the needs of the whole family, and she is prepared to be a lifetime support for him.
Above all, our motivation and mission is to work for our clients first, not for an insurance company or investment company. Our history of educational outreach and advocacy - We have built relationships and our reputation through decades of educational outreach and service on the boards of statewide organizations.
Our unparalleled combination of experience and leadership in the field of planning for families of individuals with disabilities, along with the establishment of our multi-generational team to carry forward our practice, illustrate our unwavering commitment to our clients and their families. Click to visit Affinia Financial Group website to learn about all of the members of our team.
Who will take your place when you can no longer do all that you do? No one can replace a parent but it helps to begin the process of building a Team to Carry On at every stage of the timeline. It may seem overwhelming at first, but taking small steps toward creating your team, depending on your age and personal circumstances, is best not done in times of crisis.
Many planners offer a calculator to determine a dollar goal for your planning, implying when you have reached that number, you are all set. We believe each family has unique circumstances that drive planning decisions.
Knowing how much you will need is determined by a number of factors including your child's abilities and support requirements, eligibility for government benefits, and planning for your own financial independence in retirement, to name but a few.We plan for families' lives while the parents are alive.
Knowing how much you will need is determined by a number of factors including your child's abilities and support requirements, eligibility for government benefits, and planning for your own financial independence in retirement, to name but a few.We plan for families' lives while the parents are alive.
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