Special Needs Financial Planning
Providing professional financial planning through personal experience

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Site Map: Special Needs Financial Planning

Special Needs Planning Home Page

Introduction - it is not by chance that we have dedicated our work to helping people like ourselves who are responsible for a person with special needs.

The Financial Planning Process

Checklist for Financial Security - Questions to ask yourself if you think you're all set.

Finding a Financial Planner - Checklist for interviewing a financial planner for your team of experts.

The Special Needs Planning Guide - Help protect and improve the future lives of entire families with this essential financial planning guide, ideal for parents of a child with a disability and service providers who support them.

Book Reviews & Comments

Book Press Release

Letter of Intent - Available in Special Needs Planning Guide by Nadworny and Haddad

Consultation Services and Fees - Second Opinion Consultations by Phone as well as comprehensive financial planning services.

Seminars, Workshops and Conferences - John Nadworny and Cynthia Haddad will present highly informative and engaging programs to your group.

Articles/Press - Articles by John Nadworny and Cynthia Haddad; press coverage and interviews; press contact information

FAQ

Glossary - Definitions of financial terms in the areas of savings and investing, life insurance, government benefits and estate planning.

Newsletter Archive - Past issues of The Special Needs Planning Report

Special Needs Links and Resources - The Internet offers many sources of information. Here are some of our recommendations.

About John Nadworny and Cynthia Haddad

Calendar of Workshops and Events - You are invited to attend these workshops and events.

Contact Us - For you to get in touch with us and get directions to our offices.

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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
© 2010 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.