Prudently focused on the horizon.

New England Financial Planning Group team photo

The mission of every team member here at New England Financial Planning Group is to assist you in achieving near and long-term objectives that best serve the interests of you and your family.

We do so by having a very personal, hands-on approach, devoting the time necessary to understanding your needs, goals and attitudes toward investing prior to charting your personalized financial course.

Whether you're near or in retirement, or working in your own business or practice, we know the issues you face and, most important, can offer the financial strategies and solutions you need.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.