Special Needs Financial Planning, a specialty practice of Affinia Financial Group - Burlington, Massachusetts

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Special Needs Financial Planning: A Dedicated Resource

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For individuals and families navigating the complexities of managing finances while supporting a loved one with special needs, Special Needs Financial Planning, a specialty practice of Affinia Financial Group, offers a uniquely tailored approach. This firm distinguishes itself through its focused expertise in addressing the specific financial considerations inherent in these situations, providing peace of mind and strategic planning to ensure long-term security and well-being. They operate from their offices located at 80 Blanchard Rd #201, Burlington, MA 01803, easily accessible with a Phone: 813658586 for inquiries and consultations. Prospective clients can also explore their services and resources through their website: specialneedsplanning.com.

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Expertise and Services Offered

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Special Needs Financial Planning’s core competencies center around a comprehensive understanding of government benefits, including Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI). Their team of experienced professionals, including Financial Planners and Financial Consultants, work closely with families to develop individualized strategies that maximize available resources while adhering to strict regulatory guidelines. They offer a range of services designed to address the multifaceted financial needs of individuals with disabilities, including:

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• Special Needs Trusts (SNTs): They specialize in establishing and administering various types of SNTs – first-party, third-party, and pooled – to protect assets and provide for the beneficiary’s future needs.

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• Government Benefit Planning: Navigating the complexities of SSI, SSDI, Medicaid, and other public assistance programs is a crucial element of their service. They help families understand eligibility requirements and strategically plan to maximize benefits.

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• Investment Management: They provide prudent investment management services to grow assets while mitigating risk, ensuring a sustainable income stream for the beneficiary. As an Investment Company and Investment Service, they prioritize long-term financial stability.

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• Estate Planning: Comprehensive estate planning strategies are developed to ensure assets are distributed according to the beneficiary’s wishes and to minimize estate taxes.

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• Tax Planning: They implement tax-efficient strategies to reduce the overall tax burden and maximize the beneficiary’s financial resources.

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Accessibility and Practical Considerations

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Recognizing the importance of accessibility, Special Needs Financial Planning is committed to providing a welcoming environment for all clients. The office is equipped with a Wheelchair accessible entrance, a Wheelchair accessible parking lot, and a Wheelchair accessible restroom. Appointments are recommended to ensure dedicated time for thorough consultation and personalized planning. Clients are encouraged to call ahead to confirm availability. Furthermore, they understand that time is of the essence, and strive to offer efficient and responsive service.

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Current Reputation and Feedback

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Currently, Special Needs Financial Planning has 0 reviews on Google My Business, indicating a relatively new or emerging presence in the market. Consequently, the average opinion is 0/5. However, this does not reflect the quality of service they aim to provide. They are actively building their reputation and seeking client feedback to continually improve their offerings. They are dedicated to providing exceptional service and building long-term relationships based on trust and expertise. The firm is focused on becoming a trusted partner for families facing these challenging circumstances.

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Contact Information and Additional Details

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To schedule an appointment or to learn more about their services, please contact them at 813658586 or visit their website at specialneedsplanning.com. Their address is 80 Blanchard Rd #201, Burlington, MA 01803. They prioritize client communication and are readily available to answer questions and provide guidance. Remember to book appointments in advance to guarantee your slot. They also offer a client-centered approach, tailoring their strategies to the unique needs of each family.

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"summary": "Special Needs Financial Planning offers specialized financial expertise for families supporting loved ones with special needs, providing comprehensive planning services including trust management and government benefits optimization.",
"keywords": "Special Needs Planning, Financial Planning, Trusts, SSI, SSDI, Disability",
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