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.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Making the most of surprises is a great reason to work with us.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Your credit score may influence how much you pay for auto and home insurance.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
A letter of instruction provides additional and more personal information regarding your estate.
These food myths will really put a drain on your wallet.
There are four very good reasons to start investing. Do you know what they are?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Investors seeking world investments can choose between global and international funds. What's the difference?
Here are five facts about Social Security that might surprise you.
When markets shift, experienced investors stick to their strategy.