This Financial Planning Package includes:

• At least two meetings with a qualified financial planner


• Identification of your objectives, priorities and retirement income needs


• Analysis of investments and personalized portfolio recommendations


• A review of your legal documents and estate plan by one of our attorneys


• A written plan with analysis and recommendations, delivered as a PDF

Whether you want to get the most from your savings or you want to ensure financial security for you and your loved ones, a financial plan can help you make solid decisions about important financial objectives, such as:

• Simplifying and organizing finances


• Investing and increasing your net worth Knowing if you have the income to retire


• Protecting household income


• Reducing the amount of taxes you pay


• Planning for modern family structures & LGBT families

We will gladly meet with clients at any of our Massachusetts or Rhode Island offices or via web/phone conferencing. Please visit our team's website at www.karen-melo.com for locations or contact us for details.