WELCOME TO WELLESLEY FINANCIAL PLANNERS
Our company is built on a solid foundation of excellent client service and in-depth market knowledge.
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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.
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Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Gaining a better understanding of municipal bonds makes more sense than ever.
For many, retirement includes contributing their time and talents to an organization in need.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Five phases to changing unhealthy behaviors.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Do you know these three personal finance sayings?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
$1 million in a diversified portfolio could help finance part of your retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A bucket plan can help you be better prepared for a comfortable retirement.