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 your financial life. With something as important as your finances, you want to experience the peace of mind that comes from entrusting your money to someone who has knowledge and experience that relates to your unique situation.
At Boston Metro Advisor, we believe our clients deserve specialized advice and personalized attention. Rather than provide as many services as possible to as many people as we can reach, we prefer to serve specific groups of clients and tailor our services to fit their needs. This allows us to dedicate more time to each client so we can build strong, trusted relationships.
We have the pleasure of working with a diverse range of clients of different ages and from varied backgrounds. But we also provide services and expertise to a niche group that has specific concerns and circumstances, particularly the concerns that come along with retirement. We primarily serve affluent people who are preparing for retirement and desiring to maximize all the financial resources available to them, especially Social Security. We strive to help our clients by providing Social Security 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.
What We Do Best
If it scratches the surface of personal finance, we have you covered. From saving to achieving your ideal retirement to maximizing your asset growth while protecting against risk, we shoulder your financial burdens and help you stay on your desired path.
Many people have given everything they have to their work and have nothing more to give. They have done a great job saving, but are constantly worrying about how to afford healthcare costs and how the current and future state of Social Security will affect their retirement. The work we do with our clients shows that the retirement they desire is possible.
Every client we serve receives personal care and a nonjudgmental sounding board as we implement our process-driven approach to financial planning to provide confidence and clarity to your long-term goals. By providing comprehensive financial services from a caring team of professionals and maintaining a high-touch and personalized experience, we seek to serve as our clients’ most trusted financial consultant and help them make smart decisions with their money and work toward their desired lifestyle. That’s what we do best.
We Are Here To Serve You
If you are a pre-retiree and know you need the customized services we provide, we encourage you to reach out to us to see if we can help you. At Boston Metro Advisor, we are dedicated to professionally supporting, educating, and providing informed direction to each and every client. We want to minimize your stress and leave you with more time and freedom to pursue what you love. If you want more information about what we do, contact us for a complimentary consultation by calling (781) 995-0253 or email me directly at [email protected] today!
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.