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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.

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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.

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Helpful content

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

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?
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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Questions? Let's connect

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