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Boston Light Financial

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.

Annual Review

A lot can happen in the course of a year.
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Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
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Questions? Let's connect

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