508-277-5847 [email protected]

My Financial Planning Process

1
Financial Planning Process

Gather your datafinancial questionnaire, tax forms, brokerage statements, retirement accounts statements, mutual fund and annuity statements, insurance policies

2
Financial Planning Process

You establish goals college funding, comfortable retirement, income needs, second home, travel

3
Financial Planning Process

I analyze informationmutual fund and ETF due-diligence, retirement planning, asset allocation and risk tolerance analysis

4
Financial Planning Process

Make recommendationsproduct solutions: stocks, bonds, mutual funds, ETFs, annuities, life insurance plans, tax reduction strategies

5
Financial Planning Process

I monitor and update annual reviews, twice a year email updates, monthly brokerage statements, cirstatements online reporting of your accounts