Barry Friedson - Newroads Financial Group

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.

04/27/2026

The coming months will bring a lot of excitement for the high school class of 2026.

For families with a child with special needs, the transition out of the traditional school system into an 18–21 program is a major milestone.

It’s an exciting step — but it can also bring uncertainty and fear for the future.

This phase is about more than education. It’s about building life skills, exploring independence, and beginning to shape what adulthood will look like.

It’s also a critical time to revisit your financial and legal plan:

* Will benefits like SSI be impacted?
* Is guardianship or power of attorney in place?
* Does your financial plan reflect the next stage of life?

We often see families so focused on the transition itself that long-term planning gets pushed aside — but this is one of the most important moments to prepare for the future.

If your family is approaching this stage, we’re here to help you think through what comes next. Reach out for a complimentary 1-hour consultation.

LAST CHANCE TO REGISTER!!!!!The Newroads Special Needs Division Webinar Series continues this Thursday, April 23rd at 6:...
04/22/2026

LAST CHANCE TO REGISTER!!!!!

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

"Is Guardianship right for your child?"

A panel from SCARC Guardianship Services will discuss the guardianship process and answer questions from the community.

To register:
https://us02web.zoom.us/meeting/register/EvpRFdBZQqCYFdhFas3Csw

Or email [email protected].

Are you familiar with ABLE accounts? These tax-advantaged savings accounts are specifically designed for individuals wit...
04/17/2026

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.

Why a Special Needs Financial Advisor Matters 💡When it comes to planning for a loved one with special needs, experience ...
04/14/2026

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.

April is Autism Awareness Month 💙For many families, autism is part of everyday life — and planning for the future is jus...
04/10/2026

April is Autism Awareness Month 💙

For many families, autism is part of everyday life — and planning for the future is just as important as managing today.

As financial planners — and as parents of children with special needs — this work is personal to us.

A thoughtful plan can help:
✔️ Protect government benefits
✔️ Build long-term financial security
✔️ Ensure care for the future

If you or someone you know has a loved one with special needs, we’re here to help.

Reach out to schedule a no cost, no obligation 1-hour consultation.

Spring Cleaning Your Special Needs PlanSpring is a time to refresh and reset — and your special needs plan should be no ...
03/26/2026

Spring Cleaning Your Special Needs Plan

Spring is a time to refresh and reset — and your special needs plan should be no different.

When was the last time you reviewed yours?

For families caring for a loved one with disabilities, small oversights can create big problems — especially when it comes to protecting SSI and Medicaid benefits.

Here are a few things worth reviewing this March:

✔ Is your Special Needs Trust properly funded and aligned with beneficiary designations?
✔ Are your successor guardian and trustee selections still appropriate?
✔ Are retirement accounts and life insurance policies titled correctly?
✔ Are ABLE contributions coordinated with your overall plan?
✔ Is your Letter of Intent up to date?
✔ Have there been any major life changes?

A simple review today can prevent costly mistakes later.

If it’s been more than a year, March is the perfect time to revisit your plan.

Already a Trustee for a Special Needs Trust? You Don’t Have to Carry the Burden Alone.If you're currently serving as the...
03/23/2026

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.

We’re proud to have contributed insights to a recent article in the Kiplinger Retirement Report:“How to Make Your Money ...
03/23/2026

We’re proud to have contributed insights to a recent article in the Kiplinger Retirement Report:

“How to Make Your Money Last for Decades: Parents of Children with Disabilities Must Plan for Retirement and Years Beyond.”

This is a topic that means a great deal to us—not just professionally, but personally as special needs planners and parents.

Thank you to Jaclyn Greenberg and Kiplinger for the opportunity to help bring greater awareness to the importance of long-term planning for special needs families.

If you’re wondering whether your current financial plan fully accounts for your family’s long-term needs, we invite you to schedule a no-obligation consultation with our team.

Address

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

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