By Paul S. McNulty, CFP® With 2020 finally behind us, it would be nice to take a moment to breathe a small sigh of relief. Instead, like it

Is Retirement Planning on Your List of Priorities?
We simplify the process of comprehensive retirement planning. From social security benefits to taxes, we can help you answer the most important questions.

Looking for a Financial Advisor in the Boston, Massachusetts Metro Area?
Paul McNulty is a CERTIFIED FINANCIAL PLANNER™ (CFP®) who provides a wide range of financial advisory and wealth management services.
About Paul McNulty
A financial advisor serving Boston, MA, Paul McNulty has over 20 years of experience helping people navigate the ups and downs of the economy toward the financial future they envision. His education consists of a Bachelor of Science in Business Administration from the University of Rhode Island and the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation, which required advanced coursework in taxes, retirement planning, wealth transfer, investments, insurance and other financial issues.

Social Security Income Planning
Social Security Income Planning helps maximize your social security benefits so that you get the most out of your retirement plan.
Retirement Planning
Retirement is simply a transition from your asset accumulation phase to a time where you will begin to spend down what you’ve earned over your lifetime.
Investment Management
For many, the greatest threat to a secure retirement is longevity. Having your savings grow consistently even after retirement is essential.
Wealth Management
Wealth Management addresses all key areas of your financial situation from investments to accounting, tax and estate planning.

Retirement Planning
Planning for retirement is the top concern for most of our clients. However, retirement is not a one-time event or an end to our planning. Retirement is simply a transition from your asset accumulation phase to a time where you will begin to spend down what you’ve earned over your lifetime.
Our goal is to help pre-retirees make sure they have enough savings to retire by helping them maximize their retirement plan allocations. We want retirees to get the income streams they need through Social Security, annuities, and retirement plan distributions.
A Cup of Coffee and a Second Opinion
We would love to sit down with you and offer a free review of your retirement plan.
Latest Blog Posts

Worried About Your Financial Plan? Schedule A Q&A Call Today
By Paul S. McNulty, CFP® Although 2020 is finally behind us, the coronavirus pandemic and its far-reaching implications still disrupts daily

Who We Serve And What We Do Best
By Paul S. McNulty, CFP® Just as you wouldn’t want a plumber wiring the electricity in your new home, you don’t want just anybody guiding you in

Join our weekly newsletter
Sign up to our newsletter to stay up to date with all the latest news.