Personal Planning

Connecting All of The Financial Pieces.

We work with you to create a full financial solution that is tailor-made for your goals.

By following step-by-step financial planning process, we work to put all the pieces together in an easy to understand plan:

  • Retirement planning

  • Investments management

  • College savings strategies

  • Risk management/Insurance

  • Estate planning

  • Taxation

  • Business planning 

Most importantly, we help track the progress year by year. In our discussions we will explore:

  • Your personal and financial vision and goals.

  • Help set and prioritize the goals by gathering information on current plans.

  • Develop a plan by providing expert review & analysis.

  • Coordinate with other professionals – your CPA, attorney, and other consultants.

  • Provide a careful explanation of strategies and suggestions.

  • Help prioritize the implementation of the plan and help you fully understand all the options.

  • And, most importantly, we will confirm your plan on a regular basis and measure achievement of your goals.

This communication strictly intended for individuals residing in the states of CA, CT, DC, FL, IL, IN, MA, MD, ME, NC, NH, NJ, NY, RI, SC, TX, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRASIPC, a Registered Investment Advisor.

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Wealth Planning Resources

Main Office

460 Totten Pond Road 

Suite 600

Waltham, MA 02451

Call us: 781.547.5620

Duxbury Office

289 St. George Street

Suite 208

Duxbury, MA 02332