My focus is helping women on their own (either by choice, divorce or widowed) and investors and couples within 15-20 years of retirement. In partnership, I will help you make informed decisions with your serious money to reach your retirement and other lifetime goals. Allowing someone into the world of your finances can be deeply personal. It is important to select someone with a wealth of practic
al knowledge, personal experience, and a passion for helping others. I take pride in working with people who are inexperienced with investments and money matters. I empower my clients with a clear understanding of the process and help put together the pieces of the "financial" puzzle in non-technical terms. In order to serve my client's more complex needs, I have earned the CERTIFIED FINANCIAL PLANNER™ certification. I have 22 years of insurance experience under my belt, so risk management within a financial strategy is a natural priority in my process. Along with a plan for growing wealth, I help my clients prepare for the unexpected through life insurance protection and long-term care considerations or by utilizing life insurance as a tax-advantaged legacy tool. I regularly collaborate with my clients' CPAs and attorneys to provide a seamless holistic financial strategy, always keeping client information confidential
I spend my free time with my family enjoying outdoor activities and all the action that my hip town has to offer. I sit on the board of the Somerville Chamber of Commerce, the Kiwanis Club of Somerville and the Prospect Hill Academy Charter School Foundation. If you think we may be a good fit, please call my office to set up an introductory meeting. 617-764-5360. Let's talk soon!
– Haley
Member SIPC.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.