Smart Retirement and Investment Planning. It's what we do.
Ideal Client
- Financial delegator so you can pursue what is truly important
- Seeking a trusted advisor; valuing independent, objective advice
- Seeking personalized service
- Seeking a Certified Financial Planner with over 20 years experience
- Seeking an integrated financial plan with investment management
- Committed to developing a written financial plan and implementing with guidance
- Serious about trying to make smart decisions about their finances
- Searching for True Wealth by uncovering what is truely important in their lives...family, relationships, health, faith/spirituality, legacy, reaching your goals
- Looking for something different than "Buy and Hold" or "sit and take it for years", using an Advance and Protect strategy (you probably have never seen anything like this)
- Have investable assets above $500,000 or willing to pay a minimum annual fee for a lower minimum account value
- Because of the work we do for you, referring your friends and colleagues to us is natural
If this describes you, call 978-687-3411 and ask Claire to schedule an appointment or send us an email
Of special interest is working with Places of Worship, Cemetery Boards, Unions, and Non profits
Typical Target Client
- $500k-15m
- Retired or near retirement (over age 50)
- Business Owner or Executive
- Sudden Wealth
- Sale of business
- Sale of land
- Lottery winners
- Inheritance
- Divorce
- Pension/401K Rollover
- Professional Athletes
- Widow/Widower
- Family centric
- Unique Planning: Charitably inclined
- Collectibles: Wine, Art, Auto
- Risk Management (protection of wealth high priority)
- Want to hear honesty, not a yes man
- Focus on achieving goals - accountability coach for clients