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OUR SERVICES

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.

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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.

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The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.  Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

 

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

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Copyright © Wealth Planning Resources 2024.

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Wealth Planning Resources

Main Office

303 Wyman St 

Suite 275

Waltham, MA 02451

Call us: 781.547.5620

Duxbury Office

46 Railroad Avenue

Unit 203

Duxbury, MA 02332

Call us:  781.291.8990 

              

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