Special Needs Financial Planning Affinia Financial Group

Special Needs Financial Planning Affinia Financial Group

Record last updated 2021/10/27 Comment on this info .Update this info

Contact Information

Affinia Financial Group
Contact: Alex Nadworny, CFP®, CTFA, Wealth Advisor
Email Address: anadworny@affiniafg.com
Phone: 781-365-8586

80 Blanchard Road, Suite 201 Burlington, MA 01803
Area Served: Northeast

Map Location Special Needs Financial Planning

Narrative

Our workshops are offered on a pro-bono basis to help educate families with accurate and current information. We offer complimentary consultations to families to determine how and if we can help in the planning process. We charge a financial planning fee either hourly or on a flat-fee basis based upon the complexity of the family situation. 

Special Needs Financial Planning Workshops for families include Two Generations, Housing, the ABLE Account, and A Team to Carry On.

Affinia Financial Group conducts business under the Special Needs Financial Planning name. Advisory services offered through Affinia Financial Group, LLC, a registered investment advisor.

This content is intended to provide general information about Affinia. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information. 

Service Types

  • Family Support

Program Type

  • Financial Planning

Populations Served

  • All Disabilities

Ages Served

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

Accessibility Features

  • Accessible Parking

Additional Information

  • Fees: Personal Funds