Whatever your current situation, worrying about finances has an impact on your life and relationships. It is possible to achieve financial peace of mind, making the most of what you have now and building a more secure, enjoyable future. Drumlin Financial Advisory is an independent, fee-only financial planning firm in Harvard, Massachusetts that specializes in working with science and technology professionals approaching retirement.
Contact me today to explore how my holistic approach and evidence-based investment strategy can help you define your goals, set your path, and stay on track toward your long-term financial vision. Investment advisory products and services are offered through advisory representatives of Drumlin Financial Advisory, an investment advisor registered with the Commonwealth of Massachusetts.
Contact me today to explore how my holistic approach and evidence-based investment strategy can help you define your goals, set your path, and stay on track toward your long-term financial vision. Investment advisory products and services are offered through advisory representatives of Drumlin Financial Advisory, an investment advisor registered with the Commonwealth of Massachusetts.
Services
I founded Drumlin Financial Advisory to help professionals, especially those in the fields of science and engineering, plan for their retirement. Effective financial planning requires good communication between the planner and client and I have created a comfortable, confidential environment where clients are free to discuss their financial and personal concerns.
Holistic financial planning is a process (rather than a one-time event) that integrates all areas of your financial life. It focuses on your goals, recognizes the potential influence of your beliefs and attitudes on financial decisions, and adjusts your plan as your needs and circumstances change throughout your life.
Carefully read Item 4 and Item 5 of Form ADV Part 2A ("Brochure"), as these sections of the Brochure contain important details about Drumlin Financial Advisory services and fees. Fees are generally not negotiable. The fees below will only apply to you when you request the services listed.
Investment advisory products and services are offered through advisory representatives of Drumlin Financial Advisory, an investment advisor registered with the Commonwealth of Massachusetts.
Investment advisory products and services are offered through advisory representatives of Drumlin Financial Advisory, an investment advisor registered with the Commonwealth of Massachusetts.
What I do for clients is often referred to in a variety of ways - comprehensive financial planning, wealth management, holistic financial planning - but whatever you call it, the objective is to ensure that your financial plan and your investment portfolio are designed to help you reach your financial and life goals.
All good plans start here. Your goals and values serve as the foundation on which your personal financial plan is built. Do your goals include early retirement? Travel? Is charitable giving important to you? Do you plan to spend down your assets through retirement or pass on a legacy to your loved ones?
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