Contact Us

Financial Planning, Retirement Planning, Education Funding, and Tax Planning and Preparation – Serving Greater Boston and NH Seacoast and Anywhere in the US from Amesbury and Burlington Offices

Operating Hours:

We are generally available Monday through Friday from 8:30 AM to 5:30 PM, and on Saturdays from 1 PM to 4 PM. You may phone, email, or schedule a remote meeting using the links below. Depending on scheduling and location, we also can meet at your home in the Merrimack Valley and NH Seacoast areas.

Prospective Clients - To schedule an introductory call or remote meeting: Click Here.

Existing Clients - Schedule a Conference Call (up to 1 hour):  Click Here.

Existing Clients - Schedule a Remote Meeting (up to 2  1/2 hours): Click Here.