Financial Planning

Expert and Personalized Solutions for Individuals, Couples, and Small Businesses in MA, RI, NH, and ME

Saving for Retirement

Saving money in the right plan, with the right mix of investments will put you on the path towards a comfortable retirement.

Inheriting an IRA

Choosing the correct option when inheriting an IRA

Asset Management

Portfolio analysis, proposal, and design

Rollover Solutions

Analyzing if you should keep your 401(k) or 403(b) or roll it over to an IRA

Massachusetts Public-School Teachers with 403(b) Accounts

Getting the most out of your 403(b) plan

Generating Income from Your 401(k), 403(b), or Rollover IRA

Counseling you on your financial needs as you transition to retirement

Life Insurance Needs Analysis

Choosing the amount and type of policy

Self Employed Retirement Plans

Choosing self employment involves a lot of things one being it can be risky. But it need not be without sufficient retirement saving options.

Areas Serviced in Massachusetts, Rhode Island and Southern New Hampshire & Maine

Expert and highly personalized financial planning, retirement planning, and independent investment management solutions for individuals, couples, and businesses in Eastern Massachusetts, including Boston and surrounding cities. So when you need an independent financial advisor in Massachusetts – Salem or the North Shore, Hingham or another town on the South Shore, Andover or the Merrimack Valley, MetroWest including Framingham, or the Southcoast of Massachusetts including Newport, Rhode Island from my Dartmouth office.

There is no charge for the initial consultation, and it can be at your home, office, or favorite coffee shop.

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