Stoddard Financial, LLC helps clients throughout New England use their company benefits to improve their financial situation and then shows them how to leverage those and other assets to achieve and maintain financial independence. Using my in-depth knowledge in portfolio management, I help people transition from building wealth to using that wealth to create income, and recognize what that looks like from an asset, income, and tax perspective.My diverse experience allows me to anticipate problems and provide strategies so my clients can pursue the retirement of their dreams. By implementing Stoddard Financial’s comprehensive approach, which encompasses the “Four Pillars” of wealth management -- investment management, estate planning, tax strategies, and risk management -- I am able to provide a customized financial strategy for my clients. I enjoy helping hard-working savers leverage their time, talent, and savings to pursue their life goals.MEET KEVINI am originally from Concord, Vermont. I currently reside in Medfield, Massachusetts with my wife Dawn and four children. In my free time, I like to go skiing with my family, visit my in-laws, and walk my dog Brady with my wife. My most time-consuming past-time is trying to get my teenagers to talk to me. FUN FACTS• Favorite food is filet mignon, medium rare.• Favorite travel destination is skiing at Stowe, VT or visiting Laguna Beach, CA.• Favorite TV show is Curb Your Enthusiasm with Larry David.• Enjoys traveling to meet clients throughout New England.
Listed skills include Management, Financial Risk, Asset Allocation, Uniform Combined State Law, and 31 others.
