I AM SEEKING SELECT RETAINER ARRANGEMENTS AS THE TRUSTED ADVISER FOR 50 FAMILIES OR BUSINESSES. In my practice you get more than investment advice because there is more to financial planning than choosing investments. You also get financial education. I AM A FEE-ONLY, FIDUCIARY PLANNER. I offer flexible fee-for-service financial and tax planning services as well as flat rate investment management. I do not receive commissions, referral fees or indirect fees for the sale of any investment or insurance products. I AM AN ADVANCED PERSONAL FINANCIAL PLANNING PROFESSIONAL. My firm and I use innovative financial solutions for advanced tax planning, retirement income and Social Security solutions, college funding, divorce transition and low-cost investing. I AM A FIVE-STAR RATED ADVISER.I have a top rating from the Paladin Registry based on my education, professional experience, credentials as a CERTIFIED FINANCIAL PLANNER ™ and CHARTERED RETIREMENT PLANNING COUNSELOR ™ and working as a fiduciary for clients. I SERVE BUSY PROFESSIONALS in HEALTHCARE AND TECHNOLOGY AS WELL AS BUSINESS AND INVESTMENT PROPERTY OWNERS.I work with Millennial and Baby Boomer individuals and families in Greater Boston, the North Shore, Merrimack Valley and the NH Seacoast. CASE STUDIES:Tax Planning for Business and Property Owners: I showed a business owner client how to structure his business expenses that saved him nearly $32,000 in tax liability over four years – enough to pay for one year of college for his son. In another case, we showed a real estate investor how to sell his commercial property and defer nearly $250,000 in federal and state taxes while receiving full control of his sale proceeds for other investments. With the resources of my firm and network of experts there is little I can't do to help my clients accomplish the goals for their organization, life, family and legacy. Planning with emphasis in the areas of college funding, divorce analysis and retirement.