I have been helping families build their financial households with customized, intelligent and creative financial strategies for over 25 years. I do this by finding financial advantages and helping people avoid financial mistakes.Whether it is a comprehensive financial plan, consulting for special situations or investment portfolio management I aim to help my clients get all of the best financial strategies for their situation in place. It is amazing to see how secure people feel when they know that their family's financial household is in perfect (or near perfect) order.We have been doing some terrific work helping people to prepare for their retirement and to manage the many retirement decisions that need to be made; should we change our investments, when do we take social security and pensions, how do we plan for elder care, Medicare decisions, can we afford to travel or have a vacation home, how do we simplify our finances for our retirement?Specialties: Comprehensive Financial Planning, Asset Allocation Planning, Retirement Planning, Estate Planning, Tax Planning, Investments, Insurance and Employee Benefits.I currently operate out of a new office in Westford Massachusetts.