OPTIMISTIC|realistic

By asking "What could go wrong?" we create reality-based plans that help you realize your dreams and life goals.

Financial Planning:
We can’t predict the future, but we can prepare for it.

Creating “Margins-of-Safety” in your financial life.

We can’t control interests rates or global events, but we can help you take control of your financial future and gain the peace of mind that comes with being prepared. So when we look ahead to the next 20-30 years, we ask questions like, “What if it doesn’t work out as hoped? What contingencies do you have to fall back on if the business, the economy, the stock market don’t perform as expected?”

As Financial Advisers, we look at outcomes that are optimistic…and less so. We perform scenario analyses so you can assess the whole range of potential outcomes as related to various goals, financial decisions and opportunities. Creating margins of safety will enable you to enjoy a quality of life that can be maintained under almost all economic conditions. And isn’t that the key to material happiness?

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Here’s a plus for passive investingover active: lower taxes. Taxes ...

Contact Us

30 Monument Square
Suite 101
Concord, MA 01742
978-287-5151
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