What To Expect

We welcome clients to meet with us at our Boston office as well as virtually via Teams. Our Boston office offers free onsite parking.

Boston Office

175 Highland Avenue, Suite 304
Needham, MA 02494

Teams

What to Bring

Latest tax return
Bank account statements
Non-retirement investments
IRA and Roth IRA investments
Workplace savings investments:
- 401(k)
- 403(b)
- Pensions
- Simple IRA
- SEP IRA
Annuities
Wills or trusts
Cash-value insurance policies
General idea of monthly expenses
Any other documents you feel might be relevant to your financial goals