Broker Check

1500 Boston Providence Highway
Suite 36
Norwood, MA 02062

James D'Aprile, CFP®, CHFC

(781) 769-6817

 

Client Services


Our range of client services is used to work towards your financial stability.


  • Comprehensive Financial Planning through LPL Financial
    • Create and implement a financial plan based on your individual goals, needs and desires
  • Portfolio Analysis and Optimization
    • Regular review of financial plan and portfolio to manage you are on track to pursue your goals
  • Tax Planning Strategies
    • We monitor your tax situation throughout the year to maximize tax benefits.
    • We will work with your tax advisor to minimize your tax liabilities
  • College Planning 
  • Company Stock Option Analysis
  • Sale of Business
  • Insurance Analysis
  • Quarterly Performance Reports
  • Retirement Planning Services
  • Estate Planning
    • We review your estate plan annually to ensure that it is current.
    • We will work with your legal advisor to assist you in pursuing your goals.