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Phone: 978-283-7079

Couple at the BeachFinancial Planning

The first step to creating a financial plan is a conversation. You may have specific goals that you want to reach or needs that must be addressed that require time, guidance, and a sound financial strategy. Sometimes, those goals and needs are unfocused or unclear.

How the Trust & Financial Services Department can help you with a financial plan

We can help unite your ideas and objectives and create a financial plan for your future. The Trust & Financial Services Department has access to a full-spectrum of investment vehicles and works with clients to structure a plan based on personal goals and risk tolerance.

How the financial puzzle pieces fit together

A financial plan is a diagnostic tool that helps you keep on target to reach your investment goals. It reflects your life priorities and should be reviewed regularly as your circumstances and goals shift and evolve.