A Special Needs Planning practice serving the Greater Merrimack Valley. Joseph L. Morana is not your typical attorney—he believes the client always comes first. This philosophy guides him and his practice: he thinks of himself as a “family lawyer” in the same way you might think of a “family doc...

(978) *** ****

Cynthia R. Haddad, Wealth Advisor CFP® Partner & Wealth Advisor, Special Needs Financial Planning, a specialty practice of Affinia Financial Group Caring for one another is at the core of our most valued relationships. For families of people with special needs, preparing for the future may seem overwhelming;...

(781) *** ****

John Nadworny,Wealth Advisor,CFP® Partner & Wealth Advisor, Special Needs Financial Planning, a specialty practice of Affinia Financial Group The work of determining the resources needed to secure the future for a family with a complex life situation is part art, part science, and 100% preparation. Planning w...

(781) *** ****

Alex Nadworny, Wealth Advisor, CFP® As every graduate knows, there is no shortage of advice given to them when they begin their professional lives. Alex connected with the advice from Steve Jobs: “The only way to do great work is to love what you do.“ For her, the continuous thread inspiring her throug...

(781) *** ****

Attorney Margot G. Birke founded Elder Law Solutions to focus on the intricate legal and financial needs of older and disabled adults. She has extensive experience in Elder Law as an advocate, mediator, and volunteer. She speaks frequently at assisted living centers, geriatric centers, and councils on aging to empower...

(978) *** ****

Attorney Julie Low received her law degree, cum laude, at Western New England College School of Law where she was a member of the Western New England Law Review. Ms. Low was admitted to the Massachusetts Bar in 2007. Prior to starting her own law practice in 2010, she worked in Legal Services, serving indigent clients...

(978) *** ****