Broker Check

WELCOME TO WELLESLEY FINANCIAL PLANNERS


About Us

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

Click here to learn more about us.

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.

Click here to tell us about yourself and have one of our planners contact you.

Helpful Content

Women and Retirement

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

 

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

View all articles arrow

Contributing to an IRA?

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

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

5 Smart Investing Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

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?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

View all videos arrow