My firm provides confidential comprehensive financial planning and investment services for a limited number of individuals, families and small business owners. Leveraging the resources of LPL Financial, we deliver financial advice, without proprietary products. We are constantly in consultation with experienced experts who give us insights to make better financial decisions.Let's connect if you're:- Current financial planner is not meeting your expectations- New to the area and would like to work with a local financial planner- Have questions about small business or retirement planning- Concerned about care giving for a family member- Contemplating setting up a retirement plan- Consolidating 401(k) or IRA accounts- Concerned about paying for college- Receiving an inheritance or proceeds from a home or business sale- Going through or recently divorced or widowed needing financial advice- Anxious that you may not be adequately insuredCarrThaxton Financial Group420 Bedford StreetSuite 330Lexington, MA 02420Phone (781) 861-9700Sthaxton@carrthaxton.com*Chartered Retirement Planning Counselor (CRPC) conferred by College for Financial Planning.
Listed skills include Alternative Investments, Estate Planning, Financial Advisory, Series 63, and 25 others.