We Build Meaningful Connections
By Sharing a Vision
Choosing a financial partner is a decision requiring trust and a common understanding of what that collaboration might look like. When it comes to serving you, offering comprehensive financial planning reflective of your goals is our aim — and personal attentiveness is our steadfast approach.
In Addition, We Have Significant Experience Working With:
Liberty Mutual Employees & Retirees
Hands-on guidance to navigate your extensive benefits package & prepare for your future
Liberty Mutual Employees & Retirees
Hands-on guidance to navigate your extensive benefits package & prepare for your future
- Is my Liberty Mutual 401 (k) Plan set up to meet my goals?
- Should I contribute pre-tax or after-tax money to the 401k?
- How do I invest my HSA balances?
- How can I maximize my FAP or Cash Balance Pension Benefit?
- How do I manage my SIRP distributions?
- How do I manage the distributions of my EPP Appreciation Units?
Multi-Generational Families
Holistic financial counsel for value-driven people seeking financial well-being
Multi-Generational Families
Holistic financial counsel for value-driven people seeking financial well-being
- How can I be confident that my family will be taken care of?
- Will I have enough money to meet my financial goals?
- Will I have enough money to last me the rest of my life?
- What is the best way to ensure I leave a legacy I can be proud of for the next generation?
- Can you help me prepare my children to understand finances better?
LGBTQ+ Couples
Comprehensive support in our proudly inclusive environment to clarify your financial life
LGBTQ Couples
Comprehensive support in our proudly inclusive environment to clarify your financial life
- I need someone I can trust on my side; how can you help me?
- As I age, I am concerned about assisted-living housing discrimination what is the best way to address this?
- I am estranged from my biological family; how do I ensure my assets are left to my family of choice and not family of birth?
- How will the titling of accounts, impact access and flexibility?
- Since we are now legally married, is there any need to review my company benefits, like life insurance and retirement beneficiaries? What about my IRA?
Widows & Widowers
Holistic financial counsel for value-driven people seeking financial well-being
Widows & Widowers
Holistic financial counsel for value-driven people seeking financial well-being
- My spouse handled our finances, how can I make sense of what’s going on now.
- Can I maintain the same lifestyle now that my spouse is gone?
- Will I run out of money before I die?
- My children think I should buy a new car, sell my house, take a vacation. Is that the right move for me?
Young Professionals & Families
Personalized guidance for navigating life's milestones
Widows
Holistic financial counsel for value-driven people seeking financial well-being
- My spouse handled our finances, how can I make sense of what’s going on now.
- Can I maintain the same lifestyle now that my spouse is gone?
- Will I run out of money before I die?
- My children think I should buy a new car, sell my house, take a vacation. Is that the right move for me?
