High Earning First Generation
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JO
John C. O'Brien
CFP®
BayState Financial100 William Street, 3rd Floor, Wellesley, MA 02481
Broker Affiliation: MML Investors Services, LLC
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Retirees or Seniors
Pre-Retiree
Major Milestones I Specialize In
Early Retirement or Financial Independence
Retirement Planning
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
My job is to assist clients in reaching those goals which require money and planning to achieve. We gather comprehensive info about our clients, help them define and prioritize their financial goals and then take steps, using available resources, to move toward those objectives. Whether it's saving for a goal, planning a retirement income strategy or just optimizing what you have, my team and I are here to help.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.