Financial Resources

Financial Organizations

Annette Hines

Cell: (508) 861-3453

Website: https://specialneeds-law.com/

Annette Hines provides assistance to disabled individuals through in both legal and financial matters. Services include transition planning, long term care, estate planning, and more.

Commonwealth Financial Group

Cell: (617) 526-9315

Website: https://www.commonwealthfinancialgroup.com/

Commonwealth Financial Group is a Boston-based financial planning firm that features a SpecialCare Planning Team for families living with special needs.

Special Needs Financial Planning, A Specialty Practice to Affinia Financial Group

Cell: (781)365-8586

Website: https://specialneedsplanning.com/

“Special Needs Financial Planning team are parents and siblings of people with special needs. As Certified Financial Planning Professionals™, they have been working with families to plan for their future and for the lifelong needs of their family member with a disability for more than 20 years.”

Waymark Wealth Management LLC

Cell: (508) 621-5621

Website: https://www.waymarkwealth.com/

Waymark Wealth Management is a financial planning and investment group that prioritizes one-on-one interactions between clients and professionals. They advertise their focus on personal connections with each client and holistic planning.