508-277-5847 [email protected]

Your Financial Planning 

  Starts with gathering your financial information into one place, to generate thoughts, questions, and opinions about your personal financial goals and situation.

1
Financial Planning Process

You gather your data: financial 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 information: mutual fund and ETF due-diligence, retirement planning, asset allocation and risk tolerance analysis

4
Financial Planning Process

Make recommendations: product 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

If you’re concerned about your financial future, let’s talk