Planning for Your Life
Your Way
At Boston Wealth Strategies, financial planning is about more than reaching goals—it’s about building the life you want. Whether you’re starting a family, buying your dream home, or planning for financial independence, we’re here to support you with personalized guidance that fits your life’s unique story.
Guidance
For Every Stage of Life
Building Your Future
In the early stages of planning, we work alongside you to create a solid foundation for your financial future. From saving for major milestones to planning for retirement, we’ll tailor a strategy that grows with you, taking into account your dreams, your comfort level with risk, and your long-term vision.
Enjoying What You've Built
As you transition into retirement, our focus shifts to helping you make the most of what you’ve worked so hard to achieve. We’ll collaborate to develop a strategy aimed at helping you maintain consistent and sustainable income, so you can approach retirement with confidence.
Protecting What Matters Most
Life can be unpredictable, but the right protection ensures that your loved ones are secure no matter what. We offer insurance solutions, including life, disability, and long-term care coverage, designed to help you prepare for the future with confidence.
Protecting Your Business, Building Your Legacy
For business owners, success means more than just growth—it means protecting your hard work. We offer insurance solutions tailored to your business’s needs, along with employee benefits programs that help you attract and retain top talent, ensuring your business thrives for years to come.
Step by Step Process
Right Fit Meeting
About You, About Us, Our Tools, Our Process
Discovery
Current Position, Personal Goals, Your Needs & Wants
Data Verification
Data Review, Risk Tolerance, Goal Prioritization
Initial Implementation
Recommendations, Plan Strategy, Prioritization, Portfolio Rebalance
Annual Review
Investment Review, Tax Return Review, Insurance Review, Estate Plan Review, Employee Benefit Review
Financial Planning Resources
Insights, News & Education
05 Apr 2024
Financial Guidance
Financial Tips for Female Breadwinners
An increasing number of women are becoming primary breadwinners in their households, so one might assume women are also taking on most of the finan...
Read More
