Broker Check

18 North Street
Suite 1
Plymouth, MA 02360
(508) 747-5249

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

We are committed to providing you with the highest quality professional service. We are dedicated to developing a personal connection with our clients and providing a lifetime of financial services for you and your family. I will not only help you identify and understand your goals, I will manage your investments to focus on those goals. Tax planning, in addition to preparation, is a key focus as taxes affect your financial well-being. Together, we will address all financial issues that affect you, such as taxes, insurance, your mortgage, and planning needs regarding retirement, college, business and estate protection. Our focus is building lifelong relationships and completely understanding our clients, and in so doing, are able to provide comprehensive, personalized financial advice.

Whatever your goals, we can help you get there

Focus on your future. Invest in your tomorrow. You need to know where you are, where you want to be, and how to get there.

 

Helpful Content

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Saving on Fitness Center Membership Costs

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

 

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

View all articles arrow

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

View all videos arrow