Broker Check

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

BOSTON LIGHT FINANCIAL

Why Boston Light Financial?

Established in 1716,  Boston Light is the oldest continuously operating lighthouse in

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

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

way during a journey. At Boston Light Financial, we help guide our clients

towards meeting their financial goals.

 

Make a plan to fund your future

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

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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ACCOUNT ACCESS ONLINE

ACCOUNT ACCESS ONLINE

We offer a variety of useful places to access your accounts online, including the main Waddell & Reed website, eMoney, COMPASS, and NetxInvestor. 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. 

CLICK HERE

Waddell & Reed is not affiliated with any other entities referenced.

RISKALYZE - GAUGING YOUR PORTFOLIO'S RISK

Helpful content

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

<p>Athlete</p>

Athlete

There’s a lot on the line when managing your finances. I can coach you through the tough decisions.
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<p>Filing Final Tax Returns for the Deceased</p>

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
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<p>A Brief History of Estate Taxes</p>

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Questions? Let's connect

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