Financial Planning

Preparing for certain turning points in your life like the sale of a business, financing your children’s education, or retirement, require careful financial planning. Stonestreet Financial, Inc. is here to help with a holistic approach to wealth management. We’ll work with you to achieve your financial ambitions and maintain your lifestyle during retirement while carefully preserving wealth for the next generation.

As your trusted advisor, we’ll show you how to take proactive steps that will align your finances to meet your long-term objectives. First, we’ll meet with you to discuss your concerns and learn all we can about your financial aspirations and life goals. Then we’ll start to build a comprehensive plan that will safeguard assets throughout your life and transfer wealth to your beneficiaries with minimal tax implications. This proposal may include succession planning, estate planning, and investment management. As your wealth grows and your circumstances change, we’ll adjust this plan accordingly so you can always have the peace of mind of knowing that your family will be financially protected in the years to come.

Our wealth management firm provides comprehensive financial planning services for busy professionals, families with a large number of assets, and high net worth individuals in the Boston, MA area. Call us at 781-436-5421 to schedule a free consultation today.

Wealth Management Services:

• Investment counseling
• Retirement planning
• Education savings and funding
• Wealth protection
• Tax minimization strategies
• Estate planning
• Insurance analysis