Cuddy Financial Services, while primarily known for its financial planning expertise, also plays a meaningful role in the Social Services sector through its work supporting individuals with disabilities and their families. The firm is closely affiliated with The Cuddy Law Firm, which specializes in special education advocacy, guardianship, and related legal issues. This partnership enables Cuddy Financial Services to provide unique and comprehensive guidance to families navigating complex systems such as Medicaid, Social Security, and special needs trust planning — key pillars within the Social Services industry.

Cuddy Financial Services helps clients plan for long-term care needs, future medical expenses, and the financial stability of dependents with special needs. Their team is experienced in creating individualized financial roadmaps that prioritize dignity, independence, and quality of life for vulnerable individuals. They also guide clients through public benefit eligibility to ensure minimal disruption to essential services. Their commitment to compassionate service and deep understanding of disability-related financial planning distinguishes them in the Social Services space.

Key Services:

– Special needs financial planning
– Public benefits consultation (Medicaid, SSI/SSDI)
– Special Needs Trust funding strategies
– Guardianship-related financial guidance
– Long-term care financial planning
– Collaboration with special education legal professionals
– Social Security planning for individuals with disabilities
– Resources for aging caregivers and dependent adult transitions