Tax planning

Confidently Achieve Financial Independence

Tax planning, financial planning, and investment management for professionals approaching retirement.

Based in Westford, MA. Serving clients nationwide.

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An investment strategy starts with financial planning and tax planning

Withdrawal strategies to minimize taxes
Timing strategies for your employer stock
Avoid costly mistakes
Achieve Peace of Mind

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Who We Help

Approaching Retirement

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Retirees

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Science & Tech Professionals

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Stock Option Recipients

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Schedule An Introductory Call

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.

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Financial Planning

To see if you're on track to achieve your financial goals

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Minimizing taxes throughout your lifetime

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Stock Option Planning

Strategies to optimize the buying and selling of your company stock

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Investment Management

Evidence-based and tax-focused investing strategies

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Our Three Step Process

STEP

1

Understand

We’ll begin by reviewing your financial situation, risk tolerance, and goals.

STEP

2

Advise

We will recommend an investment roadmap based on your financial plan.

STEP

3

Implement

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.