We all need help saving for the future. College costs are astronomical, having a cushion in case of emergency is necessary, and having enough for retirement is scary. Twelve Points Wealth Management of Concord, Massachusetts is pleased to sponsor the Burr School with a Financial Planning Analysis and Portfolio Review for one family including a comprehensive financial plan, a portfolio analysis and stress testing, insurance planning, and risk analysis. The value of these deliverables is between $2,500 to $3,500 depending upon complexity.

http://twelvepointswealth.com/