About
Special Needs Financial Planning is a specialty practice of Sequoia Financial Group, offering comprehensive wealth planning that provides peace of mind for families with children with disabilities. Based in Burlington, MA, they help families navigate the complexity of special needs planning, considering their whole family's goals and providing lifelong support for their child. Their integrated, fiduciary team is comprised of credentialed professionals and specialists who work to establish a financial plan that aligns with their clients' goals and endures across generations. They provide assistance in three critical areas: wealth planning, asset management, and caring community building. Their approach is built on a deep understanding of their clients' stories and goals, and they strive to continually earn trust, add value, and build deep relationships with their clients.
Insurance & payment
Insurance details are not listed publicly — call the practice to confirm.
Ask about sliding-scale fees if you're paying out of pocket.
Services & specialties
Wealth Planning
They work with families to build a strong, integrated, tax-efficient wealth management plan that aligns with their goals for the future.
Asset Management
Their investment strategy is customized to match their clients' risk tolerance and financial goals, making room for their family's evolving needs.
Caring Community Building
They help families create a plan where their loved one with a disability can feel fully supported and secure.
Insurance Planning
They recommend proactive, tax-efficient strategies to help their clients best leverage their wealth to care for their heirs, including life insurance to safeguard against financial risks.
Retirement Planning
They help families navigate the complexity of retirement planning when caring for a child with special needs, considering the impact on their financial plan and lifestyle.
Residential Planning
They assist families in determining the best housing options for their child with a disability, including completing an assessment to determine what supports will be needed and estimating expenses.