Barry Friedson - Newroads Financial Group

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Barry Friedson - Newroads Financial Group

Financial planner focusing on helping special needs families Barry understands the challenges and joys that special needs families face.

He works with his clients to help ensure that their loved one with special needs can be provided the care that they require throughout their lifetime. He does this by helping his clients build a team of professionals with special needs planning experience – from people who understand fiduciary requirements, to people who understand government benefits and tax laws. Since every special needs family

’s situation is unique, he develops individualized customized solutions for his clients that he believes will help these extraordinary people. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

07/24/2026

Happy Parent Appreciation Day!

To every parent navigating the unique journey of raising a child with special needs—we see your dedication, your resilience, and your love.

Some days you're an advocate.
Some days you're a teacher.
Some days you're a caregiver.
Every day, you're a parent giving your very best.

Thank you for all you do. We're honored to support families like yours.

#

07/22/2026

LAST CHANCE TO REGISTER!!! The Newroads Special Needs Division Webinar Series continues thisThursday, July 23rd at 6:30 PM with our next webinar:

"Person-Centered Life Planning"

Presented by the executive director of PLAN NJ, Jason Miller.

He will discuss their person-centered services including life planning, care-coordination as well as guardianship.

To register:
https://tinyurl.com/SND_July26Webinar

Or email [email protected].

07/21/2026

Are you familiar with ABLE accounts? These tax-advantaged savings accounts are specifically designed for individuals with disabilities.

As a financial planner, I highly recommend considering an ABLE account as a way to save for disability-related expenses while also maintaining eligibility for certain government benefits.

With an ABLE account, you can contribute up to $20,000 annually, and earnings grow tax-free. Plus, withdrawals for qualified expenses such as education, transportation, housing, and more, are also tax-free.

If you or a loved one has a disability, an ABLE account could be an important tool in your financial planning toolkit. Contact me today to learn more about ABLE accounts and how they can help you achieve your financial goals while also supporting your disability-related expenses.

07/17/2026

Already a Trustee for a Special Needs Trust? You Don’t Have to Carry the Burden Alone.

If you're currently serving as the trustee of your child’s special needs trust, you already know how demanding and complex that role can be. It's not just about managing funds—it's about protecting your child's future, complying with government benefit rules, handling taxes, making financial decisions, and doing it all with care and precision.

Even the most dedicated parents can find themselves overwhelmed by the legal and administrative responsibilities that come with being a trustee. That’s why many families eventually consider working with a corporate trustee—a professional organization with the experience, systems, and neutrality to manage the trust effectively and consistently, for the long term.

Making the shift to a corporate trustee doesn’t mean stepping away—it means ensuring your child’s trust is managed with continuity, compliance, and care, even when you're no longer able to do it yourself.

If this is something you're thinking about or have questions on, I’m here to help you explore your options.

07/15/2026

The Newroads Special Needs Division Webinar Series continues on Thursday, July 23rd at 6:30 PM with our next webinar:

"Person-Centered Life Planning"

Presented by the executive director of PLAN NJ, Jason Miller.

He will discuss their person-centered services including life planning, care-coordination as well as guardianship.

To register:
https://tinyurl.com/SND_July26Webinar

Or email [email protected].

07/08/2026

Why a Special Needs Financial Advisor Matters 💡

When it comes to planning for a loved one with special needs, experience matters.
A general financial advisor may be great at retirement planning or investment advice, but special needs planning requires a whole different level of expertise.

A Special Needs Financial Advisor understands:
🔹 How to protect eligibility for SSI, Medicaid, and other benefits
🔹 The ins and outs of Special Needs Trusts and ABLE accounts
🔹 Coordinating with attorneys, caregivers, and support networks
🔹 Planning for a lifetime of care—not just the next 10 years

This isn’t just about money—it’s about peace of mind, knowing your plan will provide security and dignity for your loved one’s future.

At Newroads Financial, we’ve spent years helping special needs families navigate these complex decisions—and we also live this every day as special needs parents ourselves. We know the challenges, the questions, and the emotional weight, because we’ve been there.

📌 If you’d like a second set of eyes on your current plan—or if you don’t yet have one—let’s talk. Sometimes one conversation can make all the difference in protecting your loved one’s future.

06/23/2026

For many special needs families, summer marks the beginning of a major transition.

As students approach the end of their traditional school years, many will move into 18–21 transition programs designed to help prepare them for adult life. While this can be an exciting next step, it can also bring a lot of questions and uncertainty.

Will the new program be a good fit?
What skills will be taught?
How will transportation work?
What comes after the transition program ends?
How do adult services and benefits fit into the picture?

The move from the school system to adult services isn't a single event—it's a process. The 18–21 years can be an important time to focus on employment skills, community involvement, independent living skills, social development, and long-term planning.

If your child is approaching a transition program or currently enrolled in one, what has been your biggest question or concern about the journey to adulthood?

06/21/2026

This Father's Day, we'd like to recognize all the dads of loved ones with special needs.

Some dads are the primary caregivers, handling much of the day-to-day support, appointments, and advocacy. Others provide critical support behind the scenes—helping shoulder responsibilities, offering encouragement, and supporting the primary caregiver every step of the way.

No matter the role, your love, dedication, and commitment make a difference every day.

As special needs parents ourselves, we understand the unique challenges and rewards of this journey, and we appreciate all that you do for your family.

Happy Father's Day from all of us at Newroads Financial's Special Needs Division.

Address

3322 Route 22 West, Building 10, Suite 1003
Branchburg, NJ
08876

Website

http://www.newroadsfinancial.com/our-bios/

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