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David Allen

David Allen - CRPC, CLTC

Independent Financial Advisor, Owner & Managing Partner

781-772-2459

781-431-9777

Yvonne Franklin

Yvonne Franklin

Manager of P&L's for each business entity

781-772-2465

781-431-9777

Max Harrigan

Max Harrigan

College Intern - Bryant University 2020

781-235-8844

781-431-9777

Conor Coleman

Conor Coleman

College Intern - Emmanuel College

781-772-2455

781-431-9777

Jackson O'Connell

Jackson O'Connell

College Intern - University of New Hampshire 2024

781-772-2468

781-431-9777

Kierin Herr

Kierin Herr

College Intern - Providence College 2023

781-235-8844

781-431-9777

Jameson Carroll

Jameson Carroll

College Intern - University of Massachusetts 2022

781-772-2450

781-431-9777

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Helpful Content

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

 

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.

How Income Taxes Work

A quick look at how federal income taxes work.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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