Broker Check

Why Boston Light Financial?

Established in 1716,  "Boston Light" is the oldest continuously operating light house in

the United States.  It is located on Little Brewster Island in Boston Harbor.

The name Boston Light appealed to us because a light house helps guide the

way during your journey and here at Boston Light Financial, we help guide our clients

towards meeting their financial goals.

 

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.

Learn More

Services for your business

Your business has unique needs, and I have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

Learn more

Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

Walk in Our Shoes

Planning your financial future is a journey you don’t have to walk alone.
Learn More

Twelve Year-End Tax Tips for 2019

The best time to plan for taxes? Before the end of the year, when you can still take action to reduce your tax burden.
Learn More

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Learn More

Questions? Let's connect

Name
Email
Phone
Question
Thank you!
Oops!