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.
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
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