Just as we know one financial plan doesn’t fit all clients, we also know that one level of service does not meet all clients’ needs. We offer three service models so you can choose which works best for your financial objectives.
Are you ready to clarify, simplify, and organize your financial life? As a Comprehensive Client, we work to address your questions, help reduce your financial worries, and make educated recommendations so you can focus on what matters most in life.
If you see the value in working with experienced advisors to analyze options, make informed decisions, and implement strategies to achieve your financial goals, becoming a Comprehensive Client might be the best option for you.
We work with Comprehensive Clients to design and implement an integrated financial plan covering various aspects of their financial life, which can include:
Building, protecting and distributing wealth
Cash flow analysis
Portfolio construction
Asset allocation1
Estate planning
Risk management planning
College funding
Retirement planning
Executive compensation
As a Comprehensive Client, you work with us on an ongoing basis to stay informed, access expertise, and make adjustments as changes in finances, laws, and life occur.*
Are you looking for guidance to achieve a life goal? We help Goal-Oriented Clients devise a financial strategy to achieve specific goals they have for their lives.
Whether it be one major goal or many smaller goals, if you see the value in partnering with experienced advisors to help identify financial opportunities and reduce risks so you can work toward achieving your financial goals, opting for Goal-Oriented service might be the best choice for you.
We work with Goal-Oriented Clients to develop and implement a clear strategy that can help them achieve their financial life goals, which can include:
Estate planning
Risk management planning
College funding
Retirement planning
Long-term care strategies
As a Goal-Oriented Client, we work with you to offer solutions to overcome financial obstacles and put you on the path to success toward achieving your goals.
Are you looking for targeted solutions to specific situations? If so, opting to become a Situational Client may be appropriate.
Situational Clients work with us on a limited basis to seek guidance and implement the most appropriate solutions for their circumstances, which can include:
Investing strategy (one-time)
Life insurance
Long Term Care Insurance
Disability protection
Annuities
Situational Clients receive guidance, advice and service related to their specifically defined needs and concerns.
Ongoing service and support is provided as it relates only to the work performed. Additional services, outside of scope of work defined, will be determined separately, as requested or recommended.
*The Comprehensive Client model is an objective fee-based service.
1Asset Allocation does not ensure a profit or protect against a loss but is intended to help manage your goals and risk tolerance.
Complete our interactive Financial Roadmap to gain insights on your goals and how to achieve them.
Not sure if the interactive tool is right for you? Give us a call and we can walk through it together.
975 Merriam Ave, Suite 200
Leominster, MA 01453