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Trusted by over 200 clients. Committed to your financial success, delivering objective advice, professional service and results.
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Financial Planning ♦ Retirement Planning ♦ Estate, Tax and Wealth Planning ♦ Risk Management ♦ Financial Consulting ♦ Tax Representation & Preparation. |
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Specialist in developing and implementing Comprehensive Fee-Based Wealth Management, Retirement and Financial Plans since 1983. |
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Handling complex tax matters, discretionary and non-discretionary investment advisory accounts and implementation of a full menu of financial products, concepts and services. |
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Member: FINRA BOARD OF ARBITRATORS Chairman and Large & Complex Case Pool ♦ CFP® BOARD OF STANDARDS, INC. Certification Exam Item Writing Committee Subject Matter Expert. |
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Former Adjunct Faculty
COLLEGE FOR FINANCIAL PLANNING Denver ♦ THE AMERICAN COLLEGE Bryn Mawr ♦ NORTHEASTERN UNIVERSITY Boston; Investments ♦ Advanced Income Tax Preparation. |
♦ CREATE AND GROW WEALTH. ♦
We work with you to accumulate wealth through savings. We design and formulate a personal Investment Policy Statement for you.
We focus on growing wealth through sound investment practices. We are completely independent and deliver unbiased recommendations without proprietary product or influence.
♦ PROTECT AND PRESERVE WEALTH. ♦
We seek to protect wealth against external threats like taxes, liabilities, etc. We seek to preserve wealth by prudently adapting your portfolios as and when needed.
♦ IDENTIFY AND IMPLEMENT THE MOST TAX-EFFICIENT METHOD OF DISTRIBUTING WEALTH DURING LIFE. ♦
We plan for you to enjoy wealth (the most important and often least heralded!). We plan for you to maximize current income and minimize taxes and other drains. We implement planned gifting programs – and plan for those receiving the gifts.
♦ IDENTIFY AND IMPLEMENT THE MOST TAX-EFFICIENT METHOD OF DISTRIBUTING WEALTH AT DEATH. ♦
We develop a full range of estate planning wealth mechanisms and strategies. We fully coordinate inter-family and non-familial transfers.
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Areas of Focus
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Securities and Advisory services offered through LPL FINANCIAL,
a Registered Investment Adviser - Member FINRA/SIPC.
Tax services are provided by Dallas W. Coffman and are not affiliated with or endorsed by LPL FINANCIAL.
Securities and Advisory services offered through LPL FINANCIAL,
a Registered Investment Adviser - Member FINRA/SIPC.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Boston area (includes Bristol, Essex, Norfolk, Middlesex, Plymouth and Suffolk counties in the state of Massachusetts) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 19,400 wealth managers in the area. 2,591 award candidates in the Boston area were considered for the award, of which 454 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Boston Magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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