About Us
Independent, fee-only Certified Financial Planner (TM) professional who is a true fiduciary, committed to always acting in a client's best interest. Experienced with all types of investments, focusing on low expense, no commission funds, retirement income planning and comprehensive holistic planning.
How We Got Started
Tracy and I are business partners who began our financial planning business in MA in 2001. Most clients come to us through referrals, and we work out of our home. We have an active virtual client base covering 12 states, many of whom have been with us since the beginning. We are passionate about helping clients achieve their life goals.
The products and services we offer
Recommendations Received (1)
"INCREDIBLE Financial Planner! She is on top of everything and has saved us thousands of dollars!..."
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"INCREDIBLE Financial Planner! She is on top of everything and has saved us thousands of dollars! I cant say enough good things about her. She puts her customers first always!"
Recommendations Given (8)
"Excellent service for tax preparation and planning. Tatiana is very thorough, efficient and prompt."
"Margaret is an outstanding professional, very dedicated to her clients and committed to..."
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"Margaret is an outstanding professional, very dedicated to her clients and committed to excellence in Human Resources."
Recent Activity
I would make every attempt to keep business and personal accounts separate, with unique checking, savings and credit cards. This is especially true if you are organized as an LLC or C Corp.
(more)
I would make every attempt to keep business and personal accounts separate, with unique checking, savings and credit cards. This is especially true if you are organized as an LLC or C Corp.