Financial Planning

Providing comprehensive financial planning services to individuals in Massachusetts, Rhode Island, New Hampshire, and Maine.

fact finder, tax forms, brokerage statements, retirement accounts statements, mutual fund and annuity statements, insurance policies
Financial Planning
college funding, buying second home, comfortable retirement
due-diligence, mutual fund and etf review, asset allocation, risk tolerance, tax reduction strategies
product solutions: stocks, bonds, ETFS, annuities, life insurance plans
 annual reviews, twice a year email updates, monthly brokerage statements, cirstatements online reporting of your accounts