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

High Earning First Generation, Pre-Retiree, Retirees or Seniors

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.