Cynthia Haddad

Record last updated 2015/08/24 Comment on this info .Update this info

Contact Information

Shepherd Financial Partners
Cynthia Haddad
Email Address: cynthia.haddad@shepherdfinancialpartners.com
Phone: 781-756-1804
Fax: 781-729-4356

1004 Main Street Winchester, MA 01890

Map Location Cynthia Haddad

Narrative

Author of "The Special Needs Planning Guide: How to Prepare for Every Stage of Your Child's Life" (Brookes Publishing Co). I have over 20 years of experience in special needs financial planning and a lifetime of experience as a sibling of an adult brother with developmental disabilities. Our team focuses on developing and coordinating financial matters to help create independence and security for the lifetime needs of individuals with disabilities. Extensive knowledge of state-wide programs and federal benefits, funding strategies for special needs trusts, asset management, legal settlements, insurance protection and residential options.  Services include educational workshops on topics of future planning, sibling issues, divorce and residential planning. We are an independent, fee-based financial planning and wealth management firm. Our mission is to empower families to finance their vision.

Consultant Specialties

  • Advocacy
  • Consultation
  • Custody & Guardianship (Guardianship)
  • Disability Law
  • Life Planning (Personal Futures Planning)
  • Making a Will & Legal Services (Estate Planning)
  • Money Management Specialist (Financial Planner)
  • Parent Issues (Parenting Concerns)
  • Savings & Retirement Planning (Financial Planning)
  • Senior Law (Elder Law)
  • Teaching
  • Trusts

Populations Served

  • Asperger's Syndrome
  • Attention Deficit Disorder/Hyper Activity Disorder
  • Autism Spectrum
  • Behavior Disorder
  • Blind
  • Brain/Head Injury
  • Chronic Health Impairment
  • Deaf
  • DeafBlind
  • Depression
  • Developmental Disability
  • Dual Diagnosis - ID/MI
  • Elderly Person with disabilities
  • Epilepsy/seizure Disorder
  • Intellectual Disabilities
  • Learning Disabilities
  • Multiple Disability
  • Physical Disabilities
  • Speech Impairment

Ages Served

  • Birth to 3
  • 3 - 4
  • 5 - 8
  • 9 - 13
  • 14 - 18
  • 19 - 22
  • 23 – 59
  • 60 +

Additional Information

  • Areas of Concentration: Special Needs Financial plannning
  • Hours: 8:00am to 6:00pm