Financial Services - Weymouth, Massachusetts, United States
I have worked with people of all ages, experience, and financial situations. The one thing that I get repeatedly and really motivates in doing what I do is hearing older clients formulate these 3 regrets: I wish I had saved more. I wish I had started saving earlier. I wish I met you earlier. Don't wait to plan. I love what I do. Let's take 15 min and have a conversation. If you are 65+ I can help you with Medicare and income Planning. and for pre-retires, I help with Debt elimination and retirement planning.
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