Special Needs Financial Planning
Providing professional financial planning through personal experience

Special Needs Financial Planning - for caring families

JUST RELEASED!
The Special Needs Planning Guide
How to Prepare for Every Stage of
Your Child's Life
By John W. Nadworny & Cynthia R. Haddad
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Welcome to Special Needs Planning

Cynthia R. Haddad and John W. Nadworny

Welcome to Special Needs Financial Planning, where you'll find information and support regarding a very special subject - financial planning for families with a member who has a disability or special needs.

Planning for the long-term financial security of a loved-one can be very complex and so we offer some tools and information we hope you'll find useful.

Over the past 15 years we have learned a lot from our clients and web site visitors. We have found that many families experience frustration and uncertainty due to the specifics of their particular situation. Information alone is not the answer. Implementation and selecting the most appropriate solution from the endless list of options leads to successful planning.

We are pleased to announce that our new book and CD-ROM, The Special Needs Planning Guide: How to Prepare for Every Stage of Your Child's Life (Brookes Publishing), has just been published. In it you will find all of the tools families need to create an effective action plan for finances, and a chronological guide for each stage of your child's life from birth to adulthood.

We are often asked to speak and write about special needs planning throughout the country. We would be happy to speak to your organization, agency, family support group, or annual meeting to help educate families and professionals on the importance of proper planning.

If you would like to meet with us personally or by phone, we would also like you to know that we offer private consultation services.

Regards,
Cynthia Haddad, CFP®
John Nadworny, CFP®, ChFC

Cindy Haddad John Nadworny
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John W. Nadworny,  CFP®, ChFC - Cynthia R. Haddad, CFP®
Bay Financial Assoc. LLC - 130 Turner Street - Waltham MA 02454
phone: 781-893-0909 - fax: 781-893-3565 - email - Privacy Policy - Legal Information
© 2008 Special Needs Financial Planning. All rights reserved.

Securities and Advisory Services offered through LPL Financial, Member FINRA/SIPC. Financial planning services offered through Special Needs Financial Planning, LLC, a Registered Investment Advisor. The LPL Financial registered representatives associated with this site may only discuss and/or transact business with residents of the following states: CA, CT, FL, MA, ME, MT, NC, NH, NJ, NY, PA, RI, VA, VT, WA. Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org.

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