Welcome to Special Needs Financial Planning, a division of Shepherd Financial Partners, 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 20 years we have learned a lot from our clients and website 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 authors of The Special Needs Planning Guide: How to Prepare for Every Stage of Your Child's Life (Brookes Publishing). 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.
We are proud to announce that Boston Magazine has named John Nadworny a "Five Star Wealth Manager for 2012." *
Cynthia Haddad, CFP® and John Nadworny, CFP®, ChFC
Directors, Shepherd Financial Partners
* Award cirteria is based on survey evaluation in the following areas: customer service, integrity, knowledge, communitcation, value for fee charged, meeting financial objectives, post-sales service, quality of recommendations, and overall satisfaction.