You don't settle for anything less than the best. Neither do we. Quite simply, there's too much at stake to entrust the management of your wealth to a lack of experience or attention to detail. That's why our team focuses on you and your financial life with no tolerance for loose ends. We pride ourselves on providing only the highest level of due diligence and an uncompromised level of service when it comes to your financial future.
So, we invite you to ask yourself: When was the last time you were impressed with who you trust to handle your financial affairs? As a successful individual leading a busy life, your list of priorities probably doesn't include micromanaging your financial matters. You simply don't want to worry about the daily ebb and flow of the markets, but prefer to have experienced financial hands charting the course of your financial interests.
So, we invite you to ask yourself: When was the last time you were impressed with who you trust to handle your financial affairs? As a successful individual leading a busy life, your list of priorities probably doesn't include micromanaging your financial matters. You simply don't want to worry about the daily ebb and flow of the markets, but prefer to have experienced financial hands charting the course of your financial interests.
Services
The mission of every team member here at New England Financial Planning Group is to assist you in achieving near and long-term objectives that best serve the interests of you and your family. We do so by having a very personal, hands-on approach, devoting the time necessary to understanding your needs, goals and attitudes toward investing prior to charting your personalized financial course.
As founder and principal of New England Financial Planning Group, independent registered investment advisor, and a CERTIFIED FINANCIAL PLANNER professional, Richard enjoys helping guide the financial futures of the clients he serves. Since 1980, he has been providing fee-based comprehensive financial planning and asset management services to individuals, business executives and self-employed professionals.
Brad specializes in financial planning and asset management for attorneys and business owners who have exited or are in the process of exiting their businesses or practices. He began his career in the financial services industry in 1995 as a municipal securities representative (Series 52 license). He has extensive experience in financial planning, insurance planning, fixed income management and asset management.
We believe our clients deserve exemplary service, and we are committed to delivering. We pride ourselves on offering the extensive capabilities required to develop tailored financial solutions, with the intimate attention of a boutique firm. Our team seeks to seamlessly integrate with your office, assessing the unique needs and objectives of your institution.
Most people think that all financial planners are "certified", but this isn't true. Anyone can call himself or herself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP certification marks.
Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP certification process that includes demanding education, examination, experience and ethical requirements.These standards are called "the four E's, " and they are four important reasons why the financial planning practitioner you select should display the CFP certification marks.
Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP certification process that includes demanding education, examination, experience and ethical requirements.These standards are called "the four E's, " and they are four important reasons why the financial planning practitioner you select should display the CFP certification marks.
Reviews
Be the first to review New England Financial.
Write a Review
