Financial Planning

The best thing about a financial plan is the confidence and control it delivers — today and tomorrow. Many people feel there is no need to do financial planning until you have enough wealth with which to plan. But the truth is actually very different: it’s never too early to start planning for your financial future. The earlier you start, the better you’ll feel and the more wealth you will build.

Perhaps your goals include retiring early, buying a vacation home or pursuing another life dream. If you are like many others, you are also concerned with your children's education and providing for your family in case of your death. Whatever your life goals, financial planning helps you meet them.

So What Is Financial Planning?

It is a systematic and comprehensive approach to financial security through proper analysis, planning and management of your financial resources.

Comprehensive financial planning includes:

  • Investment planning
  • Tax planning
  • Education planning
  • Risk management/insurance planning
  • Retirement planning
  • Estate planning

Our Approach

Hemenway & Barnes can help you develop a clear picture of your financial situation and a comprehensive plan to achieve your goals. Our financial planners, tax professionals and investment advisors will:

  • Analyze your financial information using sophisticated financial software tools
  • Advise on federal and state tax issues
  • Guide your investment allocation and options
  • Consult attorneys on estate planning issues
  • Coordinate with our insurance partners to ensure appropriate coverage

Financial planning is a process; it does not end when you complete your initial plan. Changes in your life circumstances, such as marriage, the birth of a child, changes in tax regulations or sale of a business, require regular assessment and revisions to your plan. We recommend a periodic review to ensure it is still in line with your financial situation and life goals.

Wealth Education for the Next Generation – Early Planning

Life has its moments, so plan accordingly. Here you'll find a collection of articles and tips for the lifelong process of building, protecting and managing wealth.

Ready to discuss your financial plan?
Contact a member of our Wealth Management team today.
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