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.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The uncertainties we face in retirement can erode our sense of confidence.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, cracking the code on bonds.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
$1 million in a diversified portfolio could help finance part of your retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The decision whether to buy or rent a home may have long-term implications.