WELCOME TO WELLESLEY FINANCIAL PLANNERS
Our company is built on a solid foundation of excellent client service and in-depth market knowledge.
Click here to learn more about us.
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.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
What are your options for investing in emerging markets?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know how to set up your financial goals for success? This knight does.
All about how missing the best market days (or the worst!) might affect your portfolio.
What does your home really cost?
Here’s a crash course on saving for college.