Without goals, and plans to reach them, you are like a ship that has set sail with no destination.
Your Hard-Earned Wealth Deserves Thoughtful Guidance
Together, we'll empower your life and legacy
Developing a well-rounded plan that addresses every aspect of your financial life requires clarity and understanding of where you are now and where you’d like to be. To this end, we provide investment and planning expertise that allows you to spend more time doing what you love while we focus on your biggest areas of concern.
From mapping out how much you need to succeed, to discussing Medicare options and Social Security down the line, we’ll guide you through every aspect of preparing for and transitioning into retirement.
Where Are You on Life's Journey?
Working Hard & Saving Diligently
- Whether you’re early in your career or have established your profession, life is a balancing act between thriving personally and financially. You’re seeking advice on how to save for important events including college educations, weddings, retirement and more.
Nearing Retirement
- As you near retirement, you likely have an idea of what you want your finances to look like during that chapter. You’ve worked hard throughout your life and career and now you want to translate that success into a comfortable and rewarding post-work lifestyle.
Enjoying Retirement
- From Social Security to Medicare, legacy planning and more, there are several details to consider in order to live out your retirement years successfully. Your goal is to continue growing your wealth and leave the legacy you desire, all while enjoying this time in your life.
No Matter Where You're at, Here's How We Can Help
Financial Planning
Define your financial goals and build a plan that serves as a roadmap for reaching them.
Retirement Income Planning
As you near retirement, determine how much you need to continue living the lifestyle you desire.
Estate Planning
Ensure your legacy is passed on in the way you intend while maximizing the financial benefit to your heirs.
Tax Planning
Make the most out of your money by recognizing the ways taxes can impact your financial future.
Social Security & Medicare Planning
Learn more about your options in retirement and how you can prepare now to receive the maximum benefits.
Discussing Your Retirement Savings Goals
It’s never too early to begin setting long-term goals for retirement and the wealth you’ve worked hard to earn.
Sound Financial Planning
Begins With Getting to Know You
As a fee-only planner, we’re focused on clarifying your needs, not those of everyone else. Whether you’re located on Boston’s North Shore or come to us from afar, we’ll discover what sets you apart and how we can best serve you.