(978) 475-2533 | (978) 852-8697
(978) 475-2533 | (978) 852-8697

We Start With a Financial Plan

Through our financial planning process we will help you organize your finances, clarify your goals, and develop a plan to reach them. The plan includes:

Cash and Asset Management

We develop a plan to ensure that your assets, income, expenses and savings are consistent with your financial goals.

Risk Management and Estate Planning

We identify your insurance and estate planning needs to ensure that you, your family and your assets are protected.

Retirement Planning

We define your retirement options and develop a plan so you will be on target to retire with financial security and on your own terms.

Investment Planning

We review your existing investments, risk profile, time-horizon, and goals, then design a customized investment portfolio tailored to your needs.

Financial Plan Fee

$2,500

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