Nationwide Financial Planners

National Coverage

Local Professionals

Financial Planning Advice

Somerville Financial Planners

Somerville financial planners offer Somerville, Massachusetts residents valuable financial planning services. If you are looking to diversify your investments, pay down your debt, set up a college savings account for your children, or ensure the retirement you want is in your reach, take advantage of a no-obligation consultation with a Somerville financial planner. Valuable information from experienced finance planners awaits to guide Somerville, MA residents to a financially sound life.

Making that initial phone call to bring a Somerville financial planner on to your team is the right first step toward accomplishing our money goals. Massachusetts expert money planners in Somerville with the education and expertise to guide you toward securing a financial plan that brings together all the facets of a successful fiscal blueprint are available with no obligation. Paying down debt is often the first move people make to mark the path toward financial security in Somerville. This in combination with a savings plan, and a full insurance coverage assessment by experienced planners will give you a better idea of where you stand, what needs to be done to reach your goals, and how to better prepare yourself for the future using debt to your advantage, and using investments and savings effectively.

Is Debt Bad?

Debt is not necessarily a bad thing. Ideally we would all pay for everything in cash so we never have to worry, but that is not realistic. There are many times in life we need to use debt to accomplish a goal. We may want to buy a reliable car, or purchase a home in Somerville, but we do not have the cash to pay for it. Debt can be a valuable tool used to strengthen your financial portfolio. Somerville financial planners can assist you in learning about finance planning and determining the best way to pay down debt that is harming you, and using other debt to your advantage. Somerville real estate debt can be used to bring in a nice monthly income off rentals, or to pay down a home of your own that can be used to fund your retirement later in life. There are many options to speed up the process of paying off real estate. A Somerville financial planner is experienced in all the mortgage refinancing options available to you.

Credit card debt can be useful for life's emergencies, but that debt can spiral out of control for many people. It is also necessary to some times build up a revolving credit history There are solid plans that can pay down your debt over a period of time that will not affect your credit. MA planners do not offer a magic pill for all that ails your credit, but they do offer a solid, tried and true map to financial security. When you have a Somerville financial planner in Massachusetts working with you, you can formulate a blueprint to pay down debt while maintaining a solid credit profile. There are debt organizations that offer many "easy" fixes for your debt. There are dangers with many of these plans that you will not hear the truth about. Let competent, educated debt planners show you the truth about your situation, and the most solid route to freedom. It is these tried and true methods that will get you where you need to be.

Retirement Goals

Once you have gained control of your debt with a solid plan, a saving's blueprint becomes the next logical step. We need savings to educate for our children, for everyday occurrences, and most importantly, to fund our retirement. Many people take full advantage of the 401k accounts offered through our employers. Hopefully, we are taking advantage of the full matching contributions offered by our employers. How much do you know about your 401k? Who is managing the money? Do you have an old 401k account that needs to be rolled over into an IRA? Which IRA account best suits your individual situation? Many people don't realize the fantastic tax benefits offered with a Roth IRA, for example. These are tax benefits that can reduce your current tax liability. Massachusetts is a beautiful place to live, work, and retire. No matter what your retirement dreams, you have to have the funding in place.

There is no sure thing in life, but we can take control of our money. We can plan for our future, and Somerville financial planners are experienced in using every tool at their disposable so their clients can feel secure. A Somerville financial planner can evaluate your insurance coverage to ensure you are adequately protected, but not paying for excessive coverage. MA planners can help draw a blueprint for your future to ensure your money is working to bring you successfully into your future. Let Somerville financial planners join you in taking back your financial life.

Choose a Qualified Financial Planner

Compare Planners From Top Firms

Find a Planner

Your information is encrypted Your Information is Encrypted, Private, and Secure

Financial Planners Feedback

What People Are Saying

This site makes finding a quality financial planner a piece of cake. I found an awesome local advisor who sorted out my retirement goals easily!
Robert H, Chicago IL

Financial Planners in Somerville

Julian Morris, CFP, ChFC, AAMS , CRPC , CFS
Julian Morris, CFP, ChFC, AAMS , CRPC , CFS
346 Commercial Street
Boston, MA 02109

Christopher Grande, MSIM, RMA
Christopher Grande, MSIM, RMA
90 Concord Ave
3rd Floor
Belmont, MA 02478

Bill Hayes, CFP
Bill Hayes, CFP
374 Court Street
Plymouth, MA 02043

Fredric Weldon, CFA
Fredric Weldon, CFA
550 Cochituate Road
East Wing, Floor 4, Suite 25
Framingham, MA 01701

Joseph Skees, CFP, Managing Partner
Joseph Skees, CFP, Managing Partner
767 Islington Street
Unit 1D
Portsmouth, NH 03801

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.