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WELCOME TO WELLESLEY FINANCIAL PLANNERS


About Us

Our company is built on a solid foundation of excellent client service and in-depth market knowledge.

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Tax Topics

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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Helpful Content

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

 

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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