For many people, finances are a major cause of stress. It’s hard to find the time and resources to build and manage your wealth confidently. It can be even harder to know how to integrate your family’s values, financial circumstances, and life goals into your financial plan and stay on track for the long term.
At Boston Metro Advisor, we understand how difficult it can be to find the time or energy to devote to necessary but overwhelming tasks, such as planning for retirement. Our mission is to provide you with effective strategies for the financial challenges you face in your everyday life. By allowing us to take care of the intricacies of financial planning and investing, you can devote more time to your family and passions in life.
What We Do
We are an independent wealth management firm that offers comprehensive financial planning services to manage virtually all your financial needs. Many clients come to our office seeking help for a specific concern, like how to turn an inheritance into an ongoing income stream that will last throughout retirement. However, as a wealth management firm, we consider each client’s complete financial situation in order to give sound advice. That’s what makes comprehensive wealth management different from investment management. Only after understanding each client’s complete financial picture can we move on to other areas of the wealth management process, which may include investment management, creating and implementing an estate plan, maximizing Social Security benefits, purchasing adequate insurance, or using annuities to create a stream of income during retirement. No matter what services you need as you move through life, your financial plan will serve as a road map to keep you on track in the pursuit of your goals.
Who We Serve
While we offer a vast array of services and serve a wide range of clients, Boston Metro Advisor specializes in providing Social Security income planning to affluent pre-retirees. We strive to help our clients by providing advice and strategies that will help them make the best claiming decisions possible and integrate their Social Security benefits with their other assets and benefit plans.
While our clients may vary in age or vocation, they have some commonalities. They all desire to maintain their standard of living in retirement and leave a legacy for their loved ones. As they prepare for their golden years, they want to make sure that every detail is taken care of by someone they can trust.
We’re proud to work so closely with our clients and build long-lasting and trusted relationships. We believe there are a number of reasons why our clients choose to work for us. For one, our track record of education and experience proves our competency and integrity. Second, we are proudly independent, which means we have no obligation to sell certain products or meet quotas. Our clients can rest assured that they will receive professional, well-thought-out financial advice and strategies, knowing that their interests will always come first.
Our Goal For You
Above all, we want you to experience financial confidence. No matter what the economy may do or what circumstances change in your personal life, we want to help you navigate the ups and downs and come out ahead. If you are nearing retirement and want to partner with someone who is passionate about helping you pursue your ideal retirement, reach out to us for a complimentary consultation by calling (781) 995-0253 or emailing [email protected].
Paul McNulty is the founder of Boston Metro Advisor with 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.
Paul’s experience and education have made him a multi-faceted professional capable of assisting people with virtually all their financial needs. His services include every facet of retirement planning, from 401(k) rollover services and income planning to wealth management and estate planning. Paul has been active in his community over the years as a youth sports coach. When he’s not spending time with his wife, Cindy, and their two children, who are both recent college graduates, Paul enjoys reading, playing golf, and fishing. Learn more about Paul by connecting with him on LinkedIn.