01. It’s About You,

As a firm, our focus is to understand your goals and priorities, and develop a plan to reach them. We are passionate about the importance of comprehensive wealth and estate planning guidance to create a holistic financial plan.

 

02. Your Plan,

We strive to align your vision into a financial planning roadmap with understandable milestones so that you know where you are on your chosen path. Having a plan in place gives us the opportunity to proactively and regularly address your questions, the things that keep you up at night, and the changes life brings.  

03. And Personal Guidance

We will be your partner along the way to coordinate the services of all of your other professionals, monitor your life changes, and provide recommendations to help you stay on course (or create a new one!) We’ll always be accessible to talk about the here and now, as well as your future - because we want to relieve stress, not create it.

Meet Our Team

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By: Tom Lally, CFP ® Of all the social activity affected by Covid, weddings were high on the list. Planning the big day can be stressful enough without a global pandemic, so I’m sure it’s been a difficult 18 months for the recently betrothed. So I was all sorts of happy – and relieved – when my college roommate had his wedding a couple of weeks ago. The setting was Northampton, in western Massachusetts about...
It’s open enrollment time at workplaces across the country – for health insurance as well as a bevy of other benefits. Here are four tips to help navigate the maze of benefit decisions. The fall open enrollment season for employees is upon us, which means millions of American workers will need to make a number of complex decisions when it comes to their benefit selections. In fact, typically the average employee may have to make...
By: Cynthia Measom No one relishes the thought of the day they pass away and leave all their worldly possessions behind. However, it’s a certainty that no one can avoid. Thankfully, you have options for planning for what happens to your estate, including a will or a family trust. “Family trusts and wills are both solid estate planning tools that can ensure your assets are protected and will pass to heirs the way you wanted,”...