Special Needs Financial Planning Shepherd Financial Partners

Record last updated 2019/08/16 Comment on this info .Update this info

Contact Information

Shepherd Financial Partners
Contact: Cynthia Haddad, CFP®, Wealth Advisor
Email Address: specialneedsplanning@shepherdfinancialpartners.com
Phone: 781-756-1804

1004 Main Street Winchester, MA 01890
Area Served: Greater Boston

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. Financial planning and investment advice offered through Shepherd Financial Partners, a registered investment advisor.

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

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