Review Meetings with Investment Performance Analysis Periodic Tracking of Progress Toward Long Term Goals
Discretionary Investment Management
Long Term Mutual Fund Plan Tactical Mutual Fund Plan Corporate and Municipal Bond Portfolios 401k Plan Supervision and Active Management Individual Stock Portfolio Supervision
Financial and Investment Plan Implementation
529 Education Plan Annual Changes 401k Retirement Plan Changes Individual Stock Analysis and Trading Assistance Concentrated Stock Position Management Assistance with Savings Strategies Income and Cash Flow Strategies
255 Park Avenue, Suite 103, Worcester, Massachusetts 01609 508-754-3226 SEC Registered Invesment Adviser 801-51357 - Certified Financial Planning Practioners Solictation of new clients limited to the Commonwealth of Massachusetts Copyright 2008,2009, 2010, 2011 All Rights Reserved
