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Community Resources
Individuals who provide analysis and advice for businesses and individuals to help them with their investment decisions. Financial analysts assess the economic performance of companies and industries for firms and institutions with money to invest. They work for banks, insurance companies, mutual and pension funds, securities firms and other businesses and help these companies or their clients make investment decisions. Financial analysts read company financial statements and analyze commodity prices, sales, costs, expenses and tax rates in order to determine a company’s value and project future earnings. Personal financial advisors assess the financial needs of their clients and use their knowledge of investments, tax laws and insurance to recommend financial options that are consistent with their short-term and long-term goals. Some of the issues that planners address are retirement and estate planning, funding for college, and general investment options. While most planners offer advice on a wide range of topics, some specialize in areas such as retirement and estate planning or risk management.
Senior Insurance fiduciary assisting clients make decisions with Medicare plans, Social Security benefits, and long-term care options using a fee-based model. They are able to offer ongoing support and will check in periodically with their clients to ensure the current plan is working as expected. Will review plans and any changes with clients on an…
ParentCareUSA provides information, education, referrals and advocacy to caregivers. It offers several services including: Medicaid planning, preparation of MassHealth application and appeal; estate and disability planning, asset preservation and legal documents (including: elder law, wills, POA, HCP, etc). It also offers Geriatric Care which includes: assessments, management, advocacy, facility assessment and placement.
This organization will provide names and contact information of financial planners in various geographical areas. NAPFA members are fee-only, meaning that they are compensated solely by their clients and do not accept commissions or compensation of any kind based on the products that they recommend.
This is a local chapter of the Financial Planning Association (FPA). Their toll-free telephone number will match callers with Certified Financial Planners in their area.