Did you know that I am more than just a CPA doing a tax prep service?
April 25, 2016 As a Certified Financial Planner™professional, and as someone registered in Massachusetts as an Investment Advisor, I work as a fiduciary comprehensive financial planner for a group of people who have me on an annual flat-fee retainer as their “financial concierge”. This service includes: retirement planning, estate planning, strategizing for financial aid, investment advising and management, setting up (or rebalancing) your overall asset allocation for your investments, tax planning and preparation, and advising […]