I provide personalized financial advice to families, tailored to meet your unique goals and circumstances. Together well design an asset and income protection plan to match your individual life circumstances and risk preferences Financial Advisor Overview In my practice, I focus on building long-term relationships with individuals, families, and businesses, working to help them manage and grow their assets, achieve their financial independence and protect their economic security. I genuinely care for my clients, and that drives my commitment to educating them, helping them identify and address their financial planning issues, implementing and servicing their financial plans and continually monitoring their progress. I help people align their financial lives with their personal values. As a CFP, I am a resource of knowledge and a guide, helping clients to make educated decisions for their wealth. I listen carefully to clients unique situations, present options to grow, preserve, and distribute their wealth in a tax efficient manner. I conduct in person comprehensive financial planning for 300 clients in the South Shore Massachusetts area for Citizens Investment Services. (617)312-5706 Dont keep me a secret, I am open to referrals! 