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Special benefits for special needs clients
Advisor who focuses on special needs planning highlights two ‘life changing’ government programs available to those who have a disability.
Sequoia Financial acquiring special needs-focused wealth manager Affinia
Burlington, Massachusetts-based Affinia has 10 professionals overseeing $418 million in assets.
A financial planning lifeline for those caring for people with disabilities
Rivent Partners has carved a niche at the intersection of affluence and social programs.
