WELCOME TO WELLESLEY FINANCIAL PLANNERS
Our company is built on a solid foundation of excellent client service and in-depth market knowledge.
Click here to learn more about us.
Years of experience have prepared us to guide you through your life transitions.
Become a Client
Becoming a client with us is as easy as it is rewarding.
Click here to tell us about yourself and have one of our planners contact you.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The market is as unpredictable as the weather. We’d love to help you prepare.
Pundits say a lot of things about the markets. Let's see if you can keep up.
When do you need a will? The answer is easy: Right Now.
Here are five facts about Social Security that might surprise you.
What is your plan for health care during retirement?
Are you ready for retirement? Here are five words you should consider.