The package will include a Comprehensive Special Needs Financial Plan & Signed copy of “The Special Needs Planning Guide: How to Provide for Every Stage of Your Child’s Life”.

Each family's situation is unique. However, typically, the winning bidder should expect that there will be 2 meetings in  person and/or via phone. We are planning for the entire family, parents and children.

Cynthia Haddad, CFP, is a Co-Founder and Director, Special Needs Financial Planning, a specialty practice to Shepherd Financial Partners. Cindy will work with you to develop a comprehensive special needs financial plan, which includes financial, investment, retirement, residential, tax, estate and insurance planning. The plan is a roadmap for your family’s future, and will address the Five Factors of Government Benefits, Family & Support, Emotional, Financial and Legal concerns for your family member with special needs.

specialneedsplanning

Offer expires March 31, 2018.