BEYOND YOUR HAMMOCK
50 Milk Street, 15th Floor, Boston, MA 02109 Directions
'Beyond Your Hammock' provides fee-only financial planning and wealth management to professionals in their 30s and 40s. Their goal is to provide you with the right strategy to maximize your financial potential so you can enjoy what you worked hard to build. They provide the education you need to feel confident about and comfortable with your investment strategy. They can give you the tools you need to live well today while still planning responsibly for tomorrow. BYH uses investment portfolios constructed with Dimensional Fund Advisors (DFA) funds. QuickStart financial plan is available. The firm offers 24-hour client access.
Investment and Debt Management, Insurance, Retirement and Education, Life and/or Disability Insurance, Investment Portfolio, Goal Creation, Employee Benefits, 529, Income/Expense, Employee Stock Purchase, Estate & Tax Planning
TBR® Inspection Report
CONCIERGE WEALTH MANAGEMENT
346 Commercial Street, Boston, MA 02109 Directions
Concierge Wealth Management is a financial services firm dedicated to assisting customers with their greatest financial concerns. Their services are tailored to the unique, personalized needs of each individual, family, or small business. Their utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. They offer comprehensive investment management and financial plan, coupled with objective advice and recommendations. They work objectively with integrity to collaborate with their clients and put their interests first by offering a holistic, all-encompassing approach that goes beyond providing investment advice.
Cash Flow, Debt and Risk Management, Asset Allocation, Portfolio Rebalancing, Pension Income Alternatives, Long-Term Care and Disability Income Insurance, Asset Liquidation, Educational Savings, and Qualified Retirement Savings Plans, Charitable Giving Strategies, Retirement, Tax & Business Succession Planning
The Five Star Wealth Manager Award for 2013 - 2017
TBR® Inspection Report
COMMONWEALTH FINANCIAL GROUP
101 Federal Street, Suite 800, Boston, MA 02110 Directions
Commonwealth Financial Group is located at Federal Street, Boston. They educate and empower their clients to take the steps towards achieving financial confidence. Their advisors collaborate with their clients’ existing advisory team to provide an integrated financial plan. CFG takes pride in delivering concepts, innovative ideas, and extraordinary service to over ninety-five thousand clients. They offer comprehensive financial planning, investments, and insurance to individuals and their families. They look forward to the ongoing empowerment of current and future customers to take the steps towards achieving financial confidence.
Disability Income Insurance, Complete Risk Management Analysis, Retirement Income Planning, Education Funding Strategies, Estate Tax Projections, Asset Allocation Analysis, Tax Minimization Strategies, Advanced Gifting Techniques, Family Business Integration, Long Term Care, Philanthropic Planning Ideas, Trust Services & Asset Management