I AM AN ADVANCED PERSONAL FINANCIAL PLANNING PROFESSIONAL.
I coach Boomer and Millennial business owners, professionals and families in Greater Boston, the North Shore, Merrimack Valley and the NH Seacoast on how to use innovative financial solutions for advanced tax planning, retirement income, college funding, divorce transition and low-cost ETF tactical investment strategies.
I AM A FEE ONLY PLANNER SERVING GREATER BOSTON, SEACOAST NEW HAMPSHIRE and TEXAS.
I offer flexible fee-for-service financial planning services as well as flat rate investment management. I do not receive commissions, referral fees or indirect fees for the sale of any investment or insurance products.
I AM A FIVE-STAR RATED ADVISER and WEALTH MANAGER.
I have voluntarily submitted to two independent adviser rating services (Paladin Registry and AdviserRating.com and Five Star Boston Wealth Manager) to achieve this rating based on my education, professional experience, and credentials as a CERTIFIED FINANCIAL PLANNER ™ and CHARTERED RETIREMENT PLANNING COUNSELOR ™ working as a fiduciary for clients.
I EMPLOY A SEVEN-STEP PROCESS.
I engage my clients in an ongoing process that focuses on maintaining an open dialogue so that a client’s true needs are discovered and customized plans are developed.
I SERVE BUSY BOOMER FAMILIES, PROFESSIONALS AND BUSINESS OWNERS.
I offer flexible planning engagement solutions that help busy boomers save money and time.
The measure of my success is my client’s success in reaching their goals rather than beating the benchmark of the day.
I am selective in who I take on as a client to ensure a high level of service is maintained for all so that mutual expectations can be met.
With the intellectual capital of my firm and network of experts there is little I can’t do to help my clients accomplish the goals for their organization, life, family and legacy.
Specialties
- Customized Portfolios using low cost index mutual funds, Exchange Traded Funds and stocks
- Elder Care
- Tax Planning for Closely-Held Businesses, Self-Employed Professionals and Real Estate Investors
- College Funding Strategies for Families of College-Bound High School Students
- Self-Directed IRAs
- Retirement Plans for Businesses (solo 401k, SEP, SIMPLE)
- Sustainable Retirement Income Plans and Social Security Claiming Strategies for Maximum Benefits
