We are an independent financial firm based out of Northborough, Massachusetts, that has been helping people from throughout New England since 1985. We specialize in helping families pursue a structured financial plan to preserve capital while allowing for capital appreciation over time. Our years of experience combined with our personalized service allows us to design strategies to provide you with confidence about your financial future.
Building strong client relationships is our primary focus, and we believe this creates the opportunity to design a framework that allows you to preserve your capital and be prepared for the next stage in your life. If you're not currently acquainted with our firm, we advise you to explore this website and get to know us and understand how we can help to prepare you for your financial future.
Building strong client relationships is our primary focus, and we believe this creates the opportunity to design a framework that allows you to preserve your capital and be prepared for the next stage in your life. If you're not currently acquainted with our firm, we advise you to explore this website and get to know us and understand how we can help to prepare you for your financial future.
Services
Megan is the head of Benison Financial Services and works with clients to find solutions in a wide spectrum of situations, including retirement, investment advice, insurance, college planning, and long-term care planning. She believes it is most important to build long-term relationships with clients through care and compassion.
When you go to a financial professional with a famous Wall Street name, you don't necessarily get that choice. Although many big-name firms offer quality investment products, the ones that a financial professional can offer may be chosen by people who don't know you. These firms also may impose sales quotas on the financial professional helping you.
No matter what your level of wealth, working with us can help you pursue your goals. Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature.
Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance. In today's world, there are common needs and desires people seek to accomplish.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health. Some examples of risk are personal and professional liability, business ownership, property loss, and catastrophic illness or disability. Your first line of defense is to identify your sources of risk and then to either avoid or minimize the major exposures.
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