Karen Melo, CFP in Wellesley MA, offers you a complete financial planning package including:

• Identification of your objectives, priorities and retirement income needs


• At least two face-to-face meetings with a qualified planner


• Analysis of investments and personalized portfolio recommendations


• A review of your legal documents and estate plan 


• A written plan with analysis and recommendations

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 how much savings you need for retirement


• Protecting your current household income


• Reducing the amount of taxes you pay


• Planning for modern family structures & LGBT families

We have affiliated offices and advisors throughout New England and the Tri-state area.  Please visit my website http://www.karen-melo.com/  for more information.