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.
Click here to tell us about yourself and have one of our planners contact you.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Around the country, attitudes about retirement are shifting.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Calculating your potential Social Security benefit is a three-step process.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
How literate are you when it comes to your finances? Brush up with these five basics.
This checklist can give you a quick snapshot of how prepared you are.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How do the markets usually react to elections? Was the 2016 election any different?
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Here is a quick history of the Federal Reserve and an overview of what it does.
Here’s a crash course on saving for college.