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BOSTON LIGHT FINANCIAL

Why Boston Light Financial?

Our namesake Boston Light was established in 1716. It is one of the oldest continuously operating lighthouses in the United States.

Like Boston Light, Boston Light Financial is here to be a guiding light to our clients and their families during their lifelong financial journey.

 

At Boston Light Financial, we know that the right financial advice can help prepare you for whatever life brings. Our advisors offer personalized services and tailored guidance through our approach of keeping your interests, objectives and tolerances in mind. We work with you through each step of the process.  Our goal is to empower you to improve your financial well-being, enabling you to pursue the experiences that matter most. We can help you set and Manage your lifelong financial goals through customized strategies that reflect who you are, what you value, and what gives you the strongest financial freedom.

 

Preparation is the Key to Retirement

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
ACCOUNT ACCESS ONLINE

ACCOUNT ACCESS ONLINE

We offer a variety of useful places to access your accounts online. Each one has their own unique and beneficial features that are valuable to utilize in order to track your progress towards your financial goals.

To learn more about these websites, follow the link below. 

Helpful content

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

Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?
Learn More
Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.
Learn More
Four Reasons Millennials Need an Estate Strategy

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.
Learn More

Testimonials

"This recent incident brings to mind the many instances over the years in which you responded, quickly and efficiently, to my calls for help. I have turned to you numerous times over the past 36 years, since 1988, when you sold me my first tax deferred annuity. Your quick and welcomed responses to my many calls for help have been reassuring to me, giving me peace of mind. It has been my good fortune to rely on you, Steve, and your company, Boston Light Financial, for information, advice and action."

- Stuart H.

“The team at Boston Light Financial have guided my family for the last twenty years starting with our small business 401K and into our retirement planning. The value they add year after year: strategies, rebalancing, creative ideas, on-line tools, and help minimizing tax liability. They take away financial worry and let us relax and enjoy life.”

- Marianne E.

"I have used their services for a long time now! They are efficient, trustworthy, and knowledgeable. I highly recommend this establishment!" 

Martha D.

"Having started with Waddell & Reed in the early 1990's and now Boston Light Financial since their start, I can honestly say that Sheryl Wein, Donna Denoncourt and the rest of Boston Light Financial group are a team of dedicated financial specialists. At Boston Light Financial, you are not an account number. You are a member of a team/family where your individual needs (both long & short term) are assessed and a specialized plan is established for you. It is not a “one-size-fits-all” plan but a plan that is tailored to you and your individual life circumstances, needs, and goals. Additionally, Boston Light Financial Team monitors that plan with you and recommends adjustments as your life situation changes with time. I know that whenever I have a question or concern, Sheryl, Donna and the rest of the Boston Light Financial Team are only a phone call or email away plus they always respond quickly, in a constantly friendly manner and with clear, insightful and accurate information. "

- Judy R.

“I was fortunate to connect with Gail 12 years ago. I knew that my financial situation wasn’t good, but until I worked with her I had no way of quantifying it, and no idea how I could improve it. Gail was able to show me where I stood and what I needed to do to achieve my goal of retiring before age 65. She was compassionate and realistic and clearly professional at what she does. Having the visibility I needed and someone in my corner allowed me to take control of my finances. Gail managed my investments and I worked aggressively to save. As a direct result I was able to retire at age 62 and start up the small business I’d been dreaming about. Thank you, Gail!"

- Bari P.

These statements are testimonials by clients of the financial professional as of 05/13/2024. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.

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