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 their financial goals.

 

Stay Safe with a B.O.P. At Your Back

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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. 

RISKALYZE - GAUGING YOUR PORTFOLIO'S RISK

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

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?
Learn More
How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Learn More
What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
Learn More

Questions? Let's connect

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