We help you optimize your business finances so you have more time to focus on what you love. As your support, we partner with you to design and implement a sound benefit and retirement plan where you can both attract and retain great employees.


We also work to help implement a succession strategy with the goal of minimizing tax impacts or disruption to your business workflow. From selecting the right plan and providers to playing an active role in employee education, we work as your advocate every step of the way.

With us, business planning includes:

Benefit Planning & Retirement Plan Design

Employee Meetings & Education

Succession Planning

Does Your Business Have a Strategic Benefit & Succession Plan?


Plan Confidently. Live Comfortably.

We are a full service financial planning firm helping clients plan their finances with confidence to move comfortably towards their goals.


300 Crown Colony Drive 

Quincy, MA 02169

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This communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, HI, IL, MA, MD, ME, NC, NH, NY, PA, RI, SC, TN, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. 


Securities and advisory services offered through Commonwealth Financial Network®. Member FINRASIPC, a Registered Investment Adviser. Privacy Policy. Fixed insurance products and services and College Planning services offered by Blue Hills Wealth Management and College Funding Solutions are separate and unrelated to Commonwealth.



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