4410 Princeton Way,
Specializing in professionals approaching retirement, recently retired, or with RSUs and stock options
Based in Westford, MA. Serving clients nationwide.
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If you believe you could benefit from working with a Certified Financial Planner, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our each other.
To see if you're on track to achieve your financial goals
Minimizing taxes throughout your lifetime
Strategies to optimize the buying and selling of your company stock
Evidence-based and tax-focused investing strategies
We’ll begin by reviewing your financial situation, risk tolerance, and goals.
We will recommend an investment roadmap based on your financial plan.
We will update your plan as your life changes and adjust your portfolio accordingly.
Get your financial journey started today.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.