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“Financial Wellness” – The ability of an individual to take control of their financial destiny.
It is our philosophy that education is the cornerstone of sound financial planning. We believe that regardless of background, education or income level, financially informed individuals are better able to take control of their circumstances, improve the quality of their lives, and ensure a stable future for themselves and their families. It is this strong belief that compelled us to develop our “Financial Wellness” Educational series tailored to meet the needs of your employees and executives.
We offer a comprehensive series of educational modules that can be tailored to your company’s specific needs. If there is a topic that you would like designed specifically for your firm, please contact us at firstname.lastname@example.org or by calling John McAvoy, 781-453-9600.