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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.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
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“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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