• What is financial planning?

    It is a process that involves pulling together all of your material resources to develop a program (plan) for managing your financial resources and achieving your life goals while negotiating the financial challenges that may arise over time. Financial plans are based on your goals, needs and circumstances. Your plan can be broadened to include retirement, insurance, tax and estate planning. This plan will budget a portion of future income to your various expenses (rent, utilities) and reserve some for short-term and long-term savings.

  • Why do Retirement Planning

    We view Retirement Planning as a process that helps in the development of a plan to reach your goals over time. Your retirement plan will change as your goals change. We begin the process by meeting with you to review all of your financial and insurance information.

  • Coming 128 South

    • Exit 22 Turn right. Take 1st right onto State Road. We are the light yellow building with skylights on your right at top of hill.

  • Coming 128 North

    • Exit 22 (Beverly/Middleton Rt. 62) Stay left for 22W. Turn left at lights. At 2nd light turn right (State Rd.) We are in the light yellow building at top of hill on your right.

  • From Burlington Area

    • Route 95/128 North (exits count up).  Where 128 & 95 separate, stay left on Rt. 128 North (Gloucester) (exits will start counting down). Travel past the North Shore and Liberty Tree Malls (on left).
    • Take Exit 22 (Beverly/Middleton Rt. 62) Stay left for 22W. Turn left at lights. At 2nd light turn right (State Rd.) We are in the light yellow building at top of hill on your right.

  • From Danvers Square

    • On Conant Street, go past the Post Office and Holten-Richmond School (on your right).  At end, merge onto Rt. 62.  Turn left before going under rt. 128 overpass. (State Rd.)  We are in the light yellow building at top of hill on your right.

  • From Andover

    • Rt. 114 to Middleton Square; turn left onto Rt. 62.  Follow rt. 62 all the way to Rt. 128 overpass.  Turn left before going under rt.128 (State Rd.) We are in the light yellow building at top of hill on your right.

  • From New Hampshire (Rt. 95)

    • Rt. 95 South to exit 50, now on Rt. 1 Danvers –  take Rt. 62 East; travel all the way to  Rt. 128 overpass.  Turn left beforegoing under rt. 128  (State Rd.) We are in the light yellow building at top of hill on your right.

  • From Logan Airport

    • Bear right at the exit of the airport, following Rt. 1A North. When you come to a large rotary, go straight through the circle. Follow signs for Rt. 1 North.
    • At the second rotary, take your second right. There will be an appliance store on your right. Follow this road which will take you by the Northgate Shopping Center on your right.
    • At the third rotary, take your first right. This is Rt. 1 North.
    • Follow Rt. 1 North to Rt. 128 (between Holiday Inn and Bertucci’s). Take 128 North. You will be on Rt. 128/95 (exits will count up). Where 128 & 95 separate, stay left on 128 (Gloucester, exits will begin to count down).
    • Travel past the North Shore and Liberty Tree Malls, on your left. Take Exit 22 (Beverly/Middleton Rte. 62) Stay left for 22W. Turn left at lights. At 2nd light turn right (State Rd.) We are in the light yellow building at top of hill on your right.