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Are you concerned that you have enough money to retire? Are you afraid that you may be unaware of the best approach to manage your financial situation? Would you like to know strategies to pay less in taxes?

I speak with people when they are in transitions in their life: they're getting married, they're changing jobs, they're having a child, planning for their college funding, they're recently divorced, selling or buying a business, came into an inheritance, retirement planning, or they just want a better understanding of how to manage their money.

My clients are busy, hard-working individuals that are at a point in their life where they want to know if they are financially doing the right thing.

What gets my clients excited is receiving a comprehensive financial plan that gives them a view of where they are, where they want to get to, and how to get there.  This plan can be leveraged to do "what if" analysis to show the impact of major financial decisions on their plan.  The plan includes a page of your "Action Items" and time frame required to achieve your objectives.  I also act as your accountability coach to ensure you are implementing the plan.

The plan comes with an interactive website that is linked to all your accounts providing an up-to-date view of your complete financial position (including bank accounts, IRAs, mutual fund and brokerage accounts, 401k, CDs, life insurance, equity/mortgage, credit card balances, and frequent flier miles).

My clients also benefit with referrals to other professionals including accountants, attorneys, bankers, buy-sell agents, and property and casualty agents.

As a fee-based financial planner, I am not held captive to any single company. This allows me to sit on the same side of the table as my clients, to help them evaluate the different options and how they map to their plan. The comprehensive, financial plan allows my clients to evaluate the impact of the different options on their goals.  In that way, they can make the decisions that are best for them and their family. I then help them through the process of making any recommended changes.

My clients like working with me because I make complex decisions easy to understand.

In short, I help busy people make smart financial decisions.

 

 

 

State of Domicilie (MA), CA License Number (0I51375)

 

 
 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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