Burlington Financial Advisor for Businesses and Individuals

Providing financial advice to businesses throughout Burlington, Cambridge, Newton, Lexington, the North Shore, the South Shore, and the Greater Boston Area

Many small business do not have the resources to employ a full-time CFO.  We understand.

We are there to support your business when current needs may arise for professional advice to understand the financial impact of transactional or business operational issues.  We are also there on an annual or other periodic basis, such as to review your business operations and determine how to better implement accounting procedures.

How We Serve Individuals

Individuals also can greatly benefit with experienced financial advice.  Common concerns of individuals are getting out of debt, planning for retirement, and creating an estate plan that will benefit their loved ones in the manner that is right for them.

With a focus on your future, once we understand your financial situation, we can advise you as to possible actions that can be taken. We have assisted many clients in accumulating real estate investments by investing in residential condominiums and multi-family homes.  We also help individuals understand their financial situation and tax laws related to real estate or retirement planning for example, so that a clear plan can be created around their objectives.  Our estate planning services are designed to help individuals plan for the disposition of their estate while minimizing taxes and potential fighting among loved ones. While many estate will not be taxed by the federal government as they are often less than $5,000,000, we have seen estates over $1,000,000 incur significant Massachusetts estate taxes in the hundreds of thousands of dollars that could have been avoided with proper planning.

Regardless of whether your needs relate to your business or personal matters, we can help  If we cannot help your particular circumstances often we can refer you to a trusted professional who can.  Please call us today to get started.