Financial Strategy

Your Financial Plan is the foundation of everything we do together. It helps you build and visualize a roadmap to where you want to go. It guides our implementation.

We start with a thorough analysis of your financial situation, including income, expenses, investments, retirement plans, and your Life Plan, to design a unique financial strategy centered on your individual and family needs. 

With a solid financial plan and ongoing implementation, you will gain peace of mind. 

Retirement Income Planning  serves to help you transition into and stay in retirement with confidence and peace of mind, ensuring that you can enjoy the lifestyle you deserve. Our primary goal is to plan so you don't outlive your money.

We work to optimize your retirement income to fund your lifestyle and preserve your capital for your long term needs including legacy.  

We balance the need for current income with the need for growth for future income.  

Whether in retirement or brokerage accounts, investments are one of your key financial resource, and it is a key concern that we address in your financial plan.

We design investment strategies that are personalized and designed to securely fund your lifestyle while also growing to serve your long term needs and legacy objectives. We identify and implement investment strategies to minimize costs and optimize risk.

We align investments to matches your financial plan and tax concerns.

Now that you are divorced or about to be divorced, it is time to focus on recovery. We provide strategic guidance to help you rebuild your financial independence and empower you with the knowledge and resources to make informed decisions.

We conduct a thorough analysis of your financial situation, taking into account your assets, liabilities, alimony, and child support to create a clear financial roadmap.

A financially successful divorce is one when all is said and done, you are OK. 

You have worked hard for your money. You are fortunate that you know that you 

Your legacy is more than just financial assets; it's a reflection of your life's work, the values you hold dear, care for your loved-ones and community.

Whether you want to safeguard your hard earned assets for your heirs' financial security, or to leave an impact on your community, we work with you to help ensure that your plan reflects your values and principles and is passed with intention and purpose.

Taxes may well be your single largest expense in retirement. 

Tax planning is incorporated in your financial plan to maximize your savings, minimize your tax liabilities, and pave the way for a brighter financial future.

We craft tax strategies that are personalized to your situation and designed to reduce your lifetime tax burden. We identify and implement tax opportunities to enhance your financial decisions from investments to retirement planning.  

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Many of our clients live in Lexington MA, Arlington MA, Bedford MA, Newton MA, Boston, Brookline, Weston MA, Waltham, Belmont MA, Cambridge MA, Lincoln MA, Nantucket, Watertown, Wayland, MA, Concord, MA, Needham, Martha's Vineyard, Wellesley, Winchester MA.