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Mindy Neira, CFP®, CHSNC®

Modera Wealth Management

Mindy Neira, CFP®, CHSNC®

Modera Wealth Management

Mindy Neira, CFP®, CHSNC®

Modera Wealth Management

Profession LogoFINANCIAL PLANNER

The trust my clients place in me. My specialty focus area is with individuals and families who have planning needs related to disability or other medical conditions. I also partner with those who identify as Lesbian, Gay, Bisexual, Transgender, or Queer (LGBTQ). The elements of planning associated with both of my specialty areas create unique challenges for my clients, and often the planning process can be emotional. Along the way though, I learn about my clients’ unique stories and background, witness their pride in their success and the successes of their loved ones, see the many pictures of their children or grandchildren, hear about their recent vacations, join them in their philanthropic endeavors, and so much more. I am grateful my clients trust me not only to help them with their financial lives, but also to share with me their many other life experiences.

Seeing the weight lifted off my clients’ shoulders after implementing their financial plan, is what fuels me in my work every day. My clients typically have unique planning needs. Sometimes they aren’t sure where to even begin addressing these needs. Other times they have an idea but are overwhelmed by everything else going on in their lives; financial planning tends to take a back seat. And many times, they are worried about where their financial future lies. That’s where I come in to help them organize and prioritize their goals, identify areas of improvement, and most importantly implement any changes and continue to monitor the plan regularly.

Firm Description

Given the nuances related to special needs planning, we realize the importance of partnering with a special needs financial advisor, such as Chartered Special Needs Consultant (ChSNC), who has expertise in this area. A decision made in one area of your financial life may have a domino effect across other aspects of your life, especially when it comes to planning related to disability, medical conditions, or other special needs. Coordinating these decisions with a special needs financial advisor, in concert with your other professionals, is key to building a comprehensive plan to protect you and your loved ones.

If you or a loved one needs financial planning for special needs, we are here to help. Connect with us today to schedule a consultation to gain a better understanding of our services. In your initial discussion with our special needs financial advisor, you will have the opportunity to share your story, your goals, your concerns, and what is most important to you when it comes to partnering with a financial planning firm and the individuals who will share your journey. You will learn more about the Modera experience, our values and dedication to serving you throughout your lifetime, and ultimately how we may be able to partner with you to create or enhance your financial plan.

Hours

Day From To
Monday 9:00 AM 5:30 PM
Tuesday 9:00 AM 5:30 PM
Wednesday 9:00 AM 5:30 PM
Thursday 9:00 AM 5:30 PM
Friday 9:00 AM 5:30 PM

Cost

What Is a Special Needs Planner?

Main Office

56 Jefferson Ave.
Westwood, NJ 07675

On the web

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Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts