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.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
A letter of instruction provides additional and more personal information regarding your estate.
Purchasing homeowners insurance is critical for protecting your home.
Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes. Even though your income is likely to decline, you still could be subject to high taxes if you’re not careful.
Things you and clients can do to manage market stress
Reduce your tax liability in retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
It’s never a bad time to speak with your financial professional about changes in your situation.
When markets shift, experienced investors stick to their strategy.