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We will organize and run your entire financial team so you don’t have to 

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Call (978) 276-1300 in Confidence.

We respect and understand the sensitivity around your financial goals and personal situation.  You can remain anonymous and get all of your questions answered by a financial planning professional now.

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You Need a Team of Advocates to Help

Be prepared for the unexpected

Most people don’t plan for unexpected emergencies or situations. Building an emergency fund can protect you and your loved ones. 

Shape your plans for a successful future

Though there are many facets to a successful plan, there are three overarching objectives that you should establish. 

Prioritize your financial health

Our team can guide you through all of the steps to manage your finances and reach your goals.

Frequently Asked

When can I retire?

This depends on the retirement lifestyle you would like to have, the assets you have accumulated to date and the income you will receive in retirement. Our planning department will evaluate these items and many others so you will know  when you will be able to retire.

How should I invest my money?

Our team will carefully evaluate your risk tolerance, timeframe and required return to create a portfolio that will help you accomplish your financial objective.

What documents do I need in my estate plan?

Our estate planning team will work with you to put a plan in place to minimize estate taxes, avoid probate and prepare for potential longterm care expenses. 

Am I at risk of losing what I have?

Protecting what you have accumluated to date is very important. Our team will evaluate where you have liability risk and make reccomondations on how you can best protect yourself. 

Am I paying too much in taxes?

Tax mitigation is a critical objective for our clients. Working with CPAs, we produce strategies to ensure you are paying as little as possible now and in the future.

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