Record last updated 2024/09/19 Comment on this info .Update this info

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 Rights And Guardianship
• Family Support

Program Type

• Financial Planning

Populations Served

• All Disabilities
• Autism Spectrum
• Developmental Disability
• Intellectual Disabilities
• Learning Disabilities
• Mental Illness
• Physical 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