North Light Financial Services
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81 Samoset St Ste 1, Plymouth, MA 02360
81 Samoset St Ste 1, Plymouth, MA 02360
Website
EmailOur team at North Light Financial Services is dedicated to providing the highest level of client service while implementing financial strategies designed to meet the unique needs of each individual. Our clients tell us they appreciate our ability to address their concerns, answer questions, and put their minds at ease.
Our team can help answer the questions you have about your financial future such as:
- How much money will I need in order to retire? - Will I be able to retire early? - How can I get the most out of my 401(k)? - Should I have a traditional IRA or Roth IRA? - How can I maximize the return on my investments while reducing risk? - How can I inflation-proof my investment income? - How can I provide for my childrens or grandchildrens college education? - Do I need long-term care insurance? - What do I need to know about wills, trusts, and probate?
More Business Info
- Hours
- Regular Hours
Mon - Sun: - Extra Phones
Fax: 774-773-3106
- Services/Products
- We serve individuals and businesses in all aspects of financial management, beginning with a clear understanding of their financial goals, needs, and challenges. Together we develop a comprehensive plan that fits their unique needs and enables them to meet their long-term objectives. We recognize the importance of on-going oversight and review of investments in response to lifestyle changes and to ensure your plan stays on track. Our relationship with our clients is highly personal and characterized by a sense of teamwork, efficiency, and transparency regarding our fees and services. Our clients value the simplification of their financial lives, peace of mind, and level of service that extends far beyond their finances. Below are some of the services we provide: RETIREMENT PLANNING Get the most out of employer-sponsored plans and IRAsDetermine retirement needsDevelop accumulation strategiesEnsure tax-advantaged distributions INVESTMENT SELECTION Understand risk toleranceDetermine asset allocation needsRecommend investment mix to support short and long-term goalsProvide on-going oversight to keep goals on track TAX MANAGEMENT Assist with strategies to reduce current and future tax burdensRefer to qualified tax specialists when appropriate ESTATE CONSERVATION Review wills and trustsPreserve wealth for transfer from generation to generationReduce exposure to estate taxes and probate costsPhilanthropy and Planned GivingCoordinate with tax and legal specialists RISK MANAGEMENT Review existing insurance policies to preserve assetsRecommend changes when appropriateProvide long-term care protection BUSINESS RETIREMENT PLANS Attract and retain key employeesTax advantaged for business owners (401(k), SEP, SIMPLE IRA plans) COLLEGE FUNDING Review college savings programs to fund childrens educationRecommend accumulation strategies to fund savings programs In addition, we strive to assist individuals and families experiencing life transitions (i.e. divorce, death, marriage, inherited wealth and career changes.) We also offer advice for specific financial problems or concerns. Our experience and expertise is supplemented, when appropriate, by a network of highly respected independent specialists. Contact us at [email protected] for a complimentary consultation.
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- Categories
- Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Retirement Planning Services