As we reflect on 2019, we are *grateful* for you who read our newsletter and allow us into your life in so many ways. Our paths have crossed with so many new people this year and we welcome to all our new readers!
We are very excited about what 2020 will bring. We hope it brings new clarity for each of you which allows you to live your life to the fullest.
For many the holidays are a difficult time. On February 16, we will be hosting a Valentine's Day ❤️ Brunch for widows at Scarlet Oak Tavern in Hingham. This year's speaker is Grace Liang. Save the date and mentioned it to a woman in your life who would benefit from being in community with other women.
Wishing you a blessed holiday season filled with hope, happiness and health.
p.s. In case you missed our last newsletter click here.
Time to share. Create a Buzz.
The Duxbury Senior Center is one of the most vibrant places on the South Shore. They run exercise programs, Life Long Learning, "Booked for Lunch" with authors and a great cafe for meals through out the day. Earlier this month we had the honor of speaking to a group about "The Gift of Preparedness" so that you don't leave your life unplanned in your later years. We welcome all our new enewsletter readers! Learn more about their programs that are open to all ages and local towns.
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We are authentic, thoughtful, straight-shooters who provide the sound, visionary stewardship that helps our clients protect their financial foundation while building their wealth.
We are private and independent, which means we have the unique ability to build deep, meaningful relationships with our clients with no competing agendas. We are a legal fiduciary for our clients.
We have almost three decades of broad financial and business expertise that enables us to knowledgeably advise on a wide range of financial and business affairs and to help our clients navigate the sea of complexity with confidence.
We are strong believers in the power of near-term, actionable planning and disciplined focus on forward-facing goals.
We are at our best when we help our clients optimize their financial resources to realize their goals and dreams.