FEBRUARY 2021 |  ISSUE 205
Hello Friend, 

South Shore Home, Life & Style magazine is highlighting the Best of the South Shore and we would love to be included in the Services & Resources as their top Financial Planner firm. Would you nominate us here?

After a year of total economic chaos like this last one, we think you deserve to hear an objective second opinion from a fiduciary you can trust. We hope you know that is us. If you are not already working with us, consider contacting us for The Second Opinion Report™. No strings attached. Just sound, visionary advice. 

We are seeing signs of spring with some buds on trees and daffodils pushing up through the melting snow. Hope is in the air. 


p.s. In case you missed our last newsletter click here.

p.p.s Save the date of March 21st. Paula is a co-author of Life Lessons in Success: Wisdom to Win the Game of Life and it will be available on Amazon that day. Stay tuned for more details. 

Resources to share

We have developed so many resources and we want to share them with you in one place. More to come! 
Qualifying for a mortgage is surprisingly difficult
Credit has tightened & requirements to qualify have been getting stricter.

Read on...

Divvying up assets in a divorce
Avoid these mistakes 
Read on...
Don’t let your adult children ruin your retirement
How do you say no to your kids
Read on...
Renovating your home?
Why your insurance needs an update too
Read on...

From Bill's Corner

What to Say at a Wake or Funeral

In the media...on the blog

We're tapped by the media to write for and contribute to a variety of publications. Here are our latest contributions.
Ghost of Me Mural
INVESTORS, PLANS AND MONEY: The Covid-19 relief bill--unpacking it's 5,593 pages
Old Colony Memorial, January 2021 View…

Why you need Long-Term Care insurance, January 2021 View…

INVESTORS, PLANS AND MONEY: It's open enrollment period: Where are your benefits?

Old Colony Memorial, November 2020 View…

How to avoid mistakes when dividing retirement assets during a divorce, November 2020 View…
Ghost of Me Mural
begin it


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 four 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. 
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