We are thankful for the trust our clients place in us. Happy Holidays
We provide guidance on debt, but are not experts in credit counseling, loan consolidation, or bankruptcy.
All of our Advisors are CERTIFIED FINANCIAL PLANNER™ practitioners and fiduciaries.
We currently have a $500k minimum (assets to be directly managed) to take on a new client. We do not take on limited engagement, "planning-only," hourly, or project based clients.
Initial consultations are always provided without cost or obligation. Please call the office to schedule with Mike.
1020 Plain Street, Suite 200, Marshfield, MA 02050, us
08:30 am – 05:00 pm