Financial Advisor Services Greater Boston

When you work with me, you're not just getting an advisor — you're gaining a strategic partner. I take the time to get to know you, your goals, and what matters most, then build a plan that reflects exactly that. Behind the scenes, I'm supported by a seasoned team, but you’ll always have direct access to me. I’ll also coordinate with your CPA, attorney, and any other individuals already supporting you, ensuring everything works together seamlessly.

Protect what matters most. Regardless of the significance or modesty of your assets, you have an estate that deserves a plan. An estate plan ensures that everything you own is handled according to your wishes, whether you're unable to make decisions yourself or after you pass away. It’s about protecting your loved ones, preserving your legacy, and removing uncertainty during life’s most difficult moments.

We partner with trusted estate planning attorneys to help you put the right strategies in place, so your family isn’t left guessing about your intentions.

You’re never too young to plan for retirement. We start by discussing your retirement goals and objectives – what do you want to do with your days once you’re off the clock? We will educate you on the uses of an IRA, your 401(k), Social Security and all forms of income that will play a part in your retirement.

Then, depending on your objectives, our recommendations may include strategies for investments, insurance, and annuities where applicable.

Our wealth management services go above and beyond what you might expect from a financial services provider. Baystate Financial and MassMutual provide:

Investment advisory services: Investment selection and management of diversified portfolios, tailored investment plans, both active and passive, tax-efficient investment strategies, risk management, regular performance reporting, brokerage services, tax-efficient college funding strategies, and online access to your account

Trust services and partnerships: Family office services, wealth management, investment management

Your business reflects you, so it takes personalized business planning to help you grow and protect the value you’ve built in your industry. Whether you’re considering starting your own business or looking to expand your existing one, we can help you plan for success.

We’ll work with you to develop a tailored plan with financial solutions designed to fit the unique needs of your business and your life, with advanced strategies to:

• Integrate the essential aspects of financial planning
• Minimize risk by being prepared for the unexpected
• Safeguard your business with coverage to help offset the loss of cash flow if you become sick or hurt
• Recruit and retain high-performing employees with competitive benefits programs
• Enhance your benefits programs to reward employees who are key to the success of your business
• Transition your business smoothly with a properly designed and funded business succession plan

We provide a consultative review of all your employee benefits, looking to ensure that any benefits offered are fulfilling their intended purpose and are the most cost-effective available.  We can propose solutions in the following areas:

• Qualified Retirement Plans, Pension and Profit-Sharing Plans
• 401(k) & 403(b) Plans
  
• Profit Sharing Plans & Pooled Employer Plans (PEPs)
• SEP IRAs
• SIMPLE Plans
• Executive Deferred Compensation Plans
• Cash Balance Plans: integrated design with Defined Contribution Plans
• Group Insurance, Health and Dental Care
• Life Insurance & Long Term Care insurance
• Short Term & Long Term Disability Income coverage
  

Planning for college expenses can feel overwhelming, but it’s possible to alleviate the financial burden with the right strategies for your situation. We guide families through the various college funding options, from 529 plans and custodial accounts to scholarships, grants, and tax-efficient savings strategies.

Looking for other planning services? We also assist with:

• Fee-based financial planning
• Charitable giving
• Protection planning: disability income insurance, life insurance, and long-term care
  
• Tax-bracket management
• Trust and legacy planning
• Cash flow and budgeting analysis