Broker Check

1500 Boston Providence Highway
Suite 36
Norwood, MA 02062

James D'Aprile, CFP®, CHFC

(781) 769-6817

 
RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

Services

We create strategies tailored to your goals

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Independence

Without any conflicts of interest we put your needs first.

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Trust

We enjoy building trusted relationships that span generations.

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 Today's investment climate offers unprecedented opportunities.  At Strategic Financial Services, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

     1.  A clear understanding of their financial goals.

     2.  A well-defined road map for pursuing those goals.

     3.  Ongoing advice to help adjust their roadmap when their needs change. 

For 20 years, I have been committed to providing education and financial planning services to a wide variety of clients. I am passionate in my dedication to my clients’ needs and goals. 

As an independent advisor, I am in the position to remain objective and always keep my clients’ best interests as my priority.  I do not deal in proprietary products and therefore have the ability to advise you impartially on financial products and services. 

I seek to deliver consistent results, add value to my clients' financial well-being and increase satisfaction to enhance their quality of life. 

My success is not only measured by addressing my clients’ financial goals but also by building long term relationships. Regardless of your age, income or personal situation, at Strategic Financial Services we will work with you to define your goals: short term, mid term and long term, and then create and implement a financial plan to help you pursue those goals all the while building a relationship that strives to withstand the test of time. 

Our services cover all areas of financial management, from investment and retirement planning to insurance retirement planning services and wealth distribution.  On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals.  We offer educational articles that outline financial concepts and highlight products designed to fill in the gaps in your financial strategy.  You'll also find calculators that will help you assess your current and future needs.  Please remember to visit our Web site often, as our content is constantly changing.  For help with your financial management, or for more information on Strategic Financial Services, please contact us today.

Client Centered

Without any conflicts of interest we put your needs first.

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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Estimate your monthly and annual income from various IRA types.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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