Many of us today live full lives. Our families and careers require much of our attention, and by the time we find a free moment, we hardly feel like turning to our to-do lists. But there is one to-do that shouldn’t be ignored, and that’s creating a plan for your money.
At Boston Metro Advisor, we know you care about your finances, but we also understand how complicated and overwhelming they can be. That’s why we do everything we can to make financial planning as simple and convenient as possible so you can be confident that your finances are taken care of and on the right track. Here’s how a complimentary financial consultation can transform your financial life.
How A Financial Consultation Can Help
A free financial consultation can make a world of difference in your life, especially if you’ve ever found yourself asking these questions:
- Will my retirement plan successfully carry me through retirement?
- When should I claim Social Security? Should I delay claiming past FRA to get a larger payment?
- Should my spouse and I coordinate to maximize our total benefits?
- What is the best way to transition my wealth to future generations?
- How can I maximize my retirement plan while minimizing my tax burden?
- How can I get the most from my insurance and benefits plan?
You have a unique life, unique circumstances, and unique goals. You deserve a comprehensive financial strategy to go with it.
What To Expect
In your complimentary consultation, we will take the time to learn about your values, goals, and objectives. We’ll ask questions about how you envision your retirement, what financial issues are causing you stress, and what investment concerns you have. After we get to know you, we will put together a plan designed to help you pursue the retirement you desire. Once we have had a chance to put together a plan, we will invite you back to go over the plan and answer any questions you may have. If and when you are comfortable with our thoughts and recommendations, you can decide to become our client and we will implement your plan.
At Boston Metro Advisor, we believe that knowledge is power. We want to empower you to make sound decisions that will help you pursue your goals and plan for your ideal retirement. Through a customized approach, we work with you to create plans that address every aspect of your financial life, goals, and dreams.
Make Your Financial Future A Priority
Don’t put your future off any longer. Take a minute and work toward the security of a well-planned financial future your priority! To get more information about our free financial consultation or to schedule a time to meet, call our office at (781) 995-0253 or send an email at email@example.com.
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.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.