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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.

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Financial Planners in Somerville

Noah French
Noah French
57 Wells Ave.
Suite 31
Newton, MA 02459

Spencer Betts
Spencer Betts
35 Bedford Street
Suite 15
Lexington, MA 02420

Mark D  Felt
Mark D Felt
500 Edgewater Drive 511A
Wakefield, MA 01880

Bill Keyser
Bill Keyser
55 William St
Wellesley, MA 02481

Jared Rubin
Jared Rubin
25 Burlington Mall Road
Suite 405
Burlington, MA 01803

Michael Cammarata
Michael Cammarata
25 Braintree Hill Park
Suite 205
Braintree, MA 02184

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

Adam Wojtkowski, CFP(R), EA
Adam Wojtkowski, CFP(R), EA
55 West Street
Suite 201
Walpole, MA 02081

Sara  C. Gibbs
Sara C. Gibbs
34 Inner Harbor
Scituate, MA 02066

Jim Rose
Jim Rose
134 Turnpike Road Suite 300
Southborough, MA 01772

Bob Andreola
Bob Andreola
16 Chestnut St.
Suite 220
Foxboro, MA 02035

Peter Canniff
Peter Canniff
515 Groton Road
Suite 201
Westford, MA 01886

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