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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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Calculating your potential Social Security benefit is a three-step process.
There are four very good reasons to start investing. Do you know what they are?
When considering life insurance, it's important to understand your options.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
With alternative investments, it’s critical to sort through the complexity.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Here are five facts about Social Security that might surprise you.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Smart investors take the time to separate emotion from fact.