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.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Even if you’re young and single, you should still consider protecting yourself.
When you’re married and have children, insurance needs will be different.
Term insurance is the simplest form of life insurance. Here's how it works.
What’s the deal with your yearly free credit report?
There are things about Social Security that might surprise you.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
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.
The importance of life insurance, how it works, and how much coverage you need.
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.
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.
What does your home really cost?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What is your plan for health care during retirement?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are three things to consider before dipping into retirement savings to pay for college.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.