Stoddard Financial
Financial Services - Quincy, MA, US
Stoddard Financial Employees
Stoddard Financial Details
Kevin Stoddard, CFA® helps clients throughout New England identify, plan and execute strategies designed for securing their desired financial future. The planning process begins by helping clients maximize their corporate benefits to leverage their potential retirement income. Stoddard Financial helps their clients transition income sources with tax efficiency, manage assets to suit their risk preferences and coordinate with their tax and estate planning professionals. In addition, we assist our clients with a wide range of financial planning issues including: * Demonstrating strategies to help replace "take-home" pay. * Answering the "Can I Afford to Retire?" question. * Helping to maintain current income levels in retirement. Please feel welcome to contact us at (800) 519-5992 or visit us online at www.confidenceinretirement.com. Securities and advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, member FINRA (www.finra.org) / SIPC (www.sipc.org), a Registered Investment Adviser. Stoddard Financial, LLC and NPC are separate and unrelated companies. Content is for general purposes only and is not an offer to buy or sell any security. NPC does not provide tax or legal advice. NPC Privacy Policy: https://www.natplan.com/public/forms/npc_madv6130a.pdf
Stoddard Financial Technologies
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