A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
Fee-Only Financial Planners in Burlington, MA:
SAGEbroadview Wealth Management, LLC
Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning), > We also offer solutions designed specifically for Young Professionals in the early stages of their careers
Sheri Cupo is not working with new clients at this time. Our other advisors are available to assist with your wealth management needs.
TJ van Gerven
Modern Wealth Builders, LLC
Specialties: Ongoing Financial Planning & Wealth Management, Evidence Based Investment Management, Life Goal Planning, New Couple Financial Coaching, Leveraging Financial Technology
Are you looking for help in managing your employee stock compensation? I help equity compensated employees optimize taxes, diversify concentrated company stock positions, and plan for financial independence.