For Clients

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or want more information on our firm, please feel free to email us or call us at (978)475-3242. We look forward to hearing from you.

Business Continuity Plan

ShareFile

We now offer Citrix ShareFile to securely exchange files with clients.

If you currently have an account:
Financial Advisors Sharefile

Or you may securely deliver files directly to either office:
Andover, MA Office File Drop
Newburyport, MA Office File Drop

Orion Advisor

Schwab Alliance

 
SCHWAB ALLIANCE
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Business Accessories In Selective Focus, Items For Accounting, M

New Client Questionnaire

The New Client Questionnaire helps you prepare and organize your financial information to make the most effective use of our introductory meeting. We use this information to establish the scope, structure, and cost of the initial financial planning engagement.

 
icon-pdf NEW CLIENT QUESTIONAIRE
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Checking The Numbers. Close Up Of Young Business People Analyzin

Safe Keeping

The Safe Keeping document helps you prepare your survivors to efficiently and effectively settle your affairs.

 
icon-docs SAFE KEEPING
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Tax Prep Guides

Click on the ‘Tax Prep Guide’ link below to open the page’

 
Tax Prep Guides

We provide a comprehensive planning service that helps integrate your financial life while providing the appropriate advice and guidance.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or want more information on our firm, please feel free to email us or call us at (978) 475-3242. We look forward to hearing from you.

 
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