WELCOME TO WELLESLEY FINANCIAL PLANNERS
About Us
Our company is built on a solid foundation of excellent client service and in-depth market knowledge.
Click here to learn more about us.
Tax Topics
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.
Helpful Content
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
View all articles 
Saving for College
This calculator can help you estimate how much you should be saving for college.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
View all presentations
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.