617.209.2224

CLIENT PORTAL

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    What to Do If You're a Victim of Fraud

    Financial planning and wealth management is more than investments and managing funds, it’s also being aware and ready for a financial crisis. While many risks are accidental or internal, others are targeted maliciously against you. Part of financial preparedness is education and planning for fraud prevention because even now, in this time of crisis, criminals aren’t pausing the various types of fraud and theft that impact millions of Americans each year. Today we’d like to share with you a story from one of our own who was recently a victim of fraud, as well as planning and resources for dealing with fraud so you can protect yourself.

    Resources for Financial Advisors During and After the Coronavirus

    Saying these last two months have been trying would be an understatement. Beyond the struggles we...

    3 Reasons Wealth Management Is About Much More Than Retirement

    What if I told you to stop thinking about a retirement date when considering your personal...

    What I learned from my kitchen remodel

    New visitors to our home frequently comment on our kitchen, specifically on how great it looks. We...
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