Executives
Know your benefits. A lot of executives are not versed in the tools that could be worth a significant amount of money to them.
Loading planner profile...
Joseph F. Boughan
Financial Planner
CFP®
Parkmount Financial Partners4 Brook Street, Suite 19, Mailbox #6, Scituate, MA 02066
Broker Affiliation: NA
Languages: English
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
GenX
You're likely nearing retirement or maybe peak earning years. Planning now is more important than ever.
Pre-Retiree
Major Milestones I Specialize In
Compensation Changes
A lot can change: taxes, savings capabilities, maybe even lifestyle. What does all of this mean for your future?
Funding Education
It all starts with what funding education actually means for you, which is going to be different for everyone.
Sudden Wealth or Inheritance
You've got to get the foundation right first. 1. What does this money mean for you? 2. How are you handling this emotionally?
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
Hi, I am Joe, I have chosen to be a financial planner because I care deeply about helping people achieve an even greater future with their finances. I specialize in working with corporate professionals and families planning for a future in retirement. I often see people start to work with me around 45-60 to get a head start on their future, but also have a variety of others I work with as well. I offer ongoing financial planning and investment services as well as one time plans. Utilizing my unique planning and investment philosophy, we can explore valuable financial opportunities, uncover blind spots, and build a plan that makes your money work harder for you. Parkmount Financial Partners has been featured well recognized publications such as Bloomberg, Investment News, iHeartRadio, Financial Planning Magazine, and GoBankingRates.com Schedule time on our online calendar for a free initial consultation.
Disclosures
Investment advisory services provided by Parkmount Financial Partners. Investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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.