Foundation for Belmont Education – FBE 2017 - 18th Annual Spring Fundraiser
Auction Ends: Mar 26, 2017 10:00 PM EDT

Services

Comprehensive Special Needs Financial Plan

Item Number
258
Estimated Value
2500 USD
Sold
419 USD to ja429df55
Number of Bids
5  -  Bid History

Item Description

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.

 

Item Special Note

Cynthia Haddad

Special Needs Financial Planning

781-756-1804; www.specialneedsplanning.com

1004 Main Street, Winchester, MA 01890

cynthia.haddad@shepherdfinancialpartners.com

 

We would like to thank our sponsors....

Investor in Education