Services
Beyond the blog services for clients
All my services are preformed through Boston Light Financial and our broker dealer LPL Financial.
Wealth Investing & Portfolio Building
Investment Tax Strategies- Cash Flow Analysis- Retirement Planning- Investment Planning- Estate Planning- Business Planning- Insurance Planning
Retirement Plans
IRAs: Traditional & Roth- IRA Rollovers- Keogh Plans- 403(b) TSA Plans- SEP IRAs, SIMPLE IRAs- 401(k) Plans, 457 Plans- Profit Sharing, Pensions- Defined Benefit Plans
Annuities Guidance
We connect you with our trusted business partners to see if there is a true need.
Insurance Guidence
We connect you with our trusted business partners to see if there is a true need.
Educational Funding
529 College Savings Plan- Coverdell Education Savings Accounts- Gift/Transfer to Minors Accounts- Coogan Accounts
Speaking and Guest Appearences
Always happy to come meet your team and share my expertise in both macro and micro areas.
Why Outdoor Adventure
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- Experience: Locavit liberioris possedit
- Reputation: Diremit mundi mare undae
- Guide Experience: Spectent tonitrua mutastis
What You Get
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- Private Hike: Locavit liberioris possedit
- Transportation: Diremit mundi mare undae
- Great Facilities: Spectent tonitrua mutastis
