Special Needs Financial Planning, a specialty practice of Affinia Financial Group

Special Needs Financial Planning, a specialty practice of Affinia Financial Group, is located at 80 Blanchard Road in Burlington, Massachusetts. As Certified Financial Planning Professionals™ and parents and siblings of individuals with special needs, we have over 25 years of experience working with families like our own to plan and invest for their future.

We believe in building a strong financial foundation that integrates the goals of all family members and allocates resources accordingly. As fiduciaries, we invest your money to meet your needs and achieve your goals. Planning for the future when you are no longer able to support your child can be overwhelming, but we are here to help break things down into achievable pieces through careful planning and open conversations.

From the birth of your child to transitioning through early intervention, school, and beyond, we are dedicated to helping you navigate the challenges and maximize opportunities for vocational ideas, daily living skills, and independence. We provide resources and support for exploring guardianship and alternatives, as well as accessing residential, vocational, and transportation services.

At Special Needs Financial Planning, we are committed to sharing complimentary educational resources with the disability community and are uniquely qualified to understand your world and help you plan for the future. No matter what age or stage you are at, we believe that getting started on your financial plan is what truly counts. Congratulations on taking the first step towards securing your family's financial future.