Financial Planning

Financial Planning

Many of our clients have built successful lives, families and careers, by understanding that over time, there may be a need to adapt to changing financial priorities and goals. We believe the best way to reach these is by starting with a comprehensive review and together create a plan to get you there.

54% of women aged 65 or older and living alone were economically insecure*
 

"I first started working with Shari after my divorce. My financial situation had changed dramatically and I needed to get back on track to plan for retirement. 
We developed a plan and while it took a lot of hard work, I am motivated knowing there is a path forward".

The statement was provided 04/26/23 by Lisa Frankel who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

 

*Source: Gerontology Institute at the University of Massachusetts Boston, June 2021

 

 

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With something as personal and emotional as your finances, it's important to work with an advisor you trust and with whom you want to work with for the long term. 

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