Belofsky

Richard Belofsky of Arlington, who works for the Bulfinch Group, has passed the American College certification for chartered special-needs consultant.

The demand for financial advisers who understand the complexities of planning for the disabled has grown as more families include individuals with special needs and as laws that govern this field have become more complex.

This new designation from the American College creates strategies for advisers who are focused on helping special-needs individuals and their families preserve financial assets and maximize access to essential government support services. Such consultants are equipped with the specialized skills needed to help parents and caregivers plan for the future with honesty, ethics and compassion. 

“This new designation will further enhance our ability to serve our clients in a uniquely comprehensive and highly specialized manner,” Belofsky said in a news release.

The American College of Financial Services provides financial services professionals with the technical, collaborative and quantitative skills necessary to help clients with special needs through the consultant.

Founded in 1994, the Bulfinch Group is a financial-services firm headquartered at 160 Gould St., Needham. It also operates Bulfinch Benefits, a division devoted to succession planning for smaller, privately held businesses, and employee benefits, including 401(k) plans and group medical, dental and life insurance, for businesses of all sizes.

The Bulfinch Group is a general agency of the Guardian Life Insurance Co. of America (Guardian), New York, N.Y. 

For more information, call 781-449-4402 or visit www.bulfinchgroup.com.

This news release was published Tuesday, Nov. 13, 2018.