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Would you like to minimize the cost of College…

Retire with the Lifestyle you deserve

And reduce the amount of Financial Stress and Anxiety you feel?

Φ Have you saved enough for your children’s education?

Φ Are you saving enough for your retirement?

Φ How old will you be when your youngest child finishes college… graduate school?

Φ What will your lifestyle be when you retire?

Families are under more financial pressure than ever before. The cost of education is rising at an average rate of 6-7% per year, which is more than the rate of Inflation. The largest generation of Americans will begin to retire in the next 5 years which is driving serious concerns on the strength and viability of the existing Social Security system, resulting in an ever increasing need for additional retirement resources. Further more, to compound matters for today’s parents, there are a growing number of grandparents who are depleting their retirement funds at a much faster pace than they anticipated. They may have to rely on their children for additional support which would place an even greater financial burden on the parents of college bound students.

You can provide a Quality education for your children

Growing up in Massachusetts the most common question I get asked is “Did you attend Harvard or MIT, or was it BC or BU?” While those are several of the top rated schools in academia they are not necessarily the right school for everyone. The most important criteria for selecting a college is determining which college best matches your student’s learning style, personality and career goals. Selecting a school based on these criteria ensures your son or daughter will be happy and comfortable in their academic environment which, as studies have proven, leads to a more engaged student resulting in a higher quality education.

You can retire with the lifestyle you want

As the old saying goes “failure to plan is planning to fail”. Families are inundated with the various financial services and products available in the market these days. You go to your stockbroker for investment advice, an insurance agent for insurance advice, your accountant for tax preparation and an attorney for your estate documents, but who is coordinating all of these activities?

We work with our clients to define what their goals are and together we build a strategic plan to reach these goals ensuring that all aspects of their financial life are in alignment with this plan. The benefit to our clients is the peace of mind knowing that they have “Planned to Succeed” in attaining the lifestyle and goals that they desire.

What makes us different?

We look at the big picture, your entire financial life, to create a financial plan that grows and changes as your circumstances change. Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way. Our standard open retainer includes these services:

  • Goal setting
  • Individual tax planning and preparation
  • Investment strategies
  • Insurance review
  • College planning
  • Estate planning
  • Retirement planning
  • Budgeting
  • And more…

Our Goal is to reduce your out of pocket expenses for college, improve your ability to retire with the lifestyle you desire and dramatically reduce the stress and anxiety commonly associated with family finances.

We are fee-only financial advisors. We sell no products and receive no commissions. Instead, you pay us an annual fee for our objective, personal advice on how to achieve your financial goals. This annual retainer covers all the meetings necessary and allows you to contact us whenever you have questions or your life changes.

Would you like to learn more?

We hold web seminars (Webinars) on various topics to help educate the community on the financial challenges American families are facing in today’s economy. To learn more, please sign up today to attend one of our upcoming webinars.

Would you like to get started on the path to Stress free Financial Planning today?

Contact us to schedule a no-cost, no-obligation initial consultation. We’ll talk about your financial concerns and objectives and the solutions we provide. If there is a match, we can talk further about working together to help you take the worry out of your financial future and achieve the financial independence you desire.

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