Personal financial planning.
Long-term financial peace of mind.
Peace of Money is a fee-only* financial planning firm in Watertown Massachusetts with a specialty in retirement planning. Peace of Money provides comprehensive planning, asset management, and hourly planning.
In preparation for retirement, it is critical for clients between the ages of 30 to 65 to spend less than they earn to enable adequate savings for their future. When clients reach their late 50’s it is time to do careful planning of their investments to be well prepared for retirement. In retirement, having a conservative, income-producing portfolio is the most essential aspect of one’s finances.
Retirement planning is much easier given the guidance and support of an experienced and knowledgeable advisor. Peace of Money with over ten years of experience, provides that counsel and structure, along with investment advisory services to give clients peace of mind regarding their financial future.
*Fee-only means that the firm takes no commissions, referral fees, or reimbursements other than client fees, thus providing clients with objective advice.
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