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If you’re ready to take the next step, we’re excited to meet you. During your consultation call, we’ll discuss:

Your current situation: In the initial call, tell us about your financial situation from a bird’s eye view. What is your income level? How much are you currently saving for retirement? What assets and liabilities do you currently have?

Your goals: Tell us a little about where you’d like to be in the future. What do you want your retirement to look like? What other big expenses do you foresee?

Your concerns: What are you worried about when it comes to retirement? What concerns do you have about reaching your goals?

What you’re looking for in an investment manager: We’ll talk about what we do and how we can help, but we’d also like to hear what you’re looking for in this partnership. This helps us each know if we’re on the same page and will be a good fit. 

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You may also call us at (617) 610-05867, email [email protected], or fill out the following form:

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