- Tax Planning
- Estate Taxes
- Tax Services
- Income Tax
- Investment ManagementOur advisors will recommend the best possible tax strategy, investment management and insurance solutions, as well as take into consideration estate planning, retirement and education funding goals and family protection. We can implement the investment strategies you select, and work with other members of your financial team to coordinate all aspects of your financial plan.
- Wealth ManagementDrawing from over a decade of hands-on experience in the hospitality industry, Joseph developed a keen understanding of customer relations and the importance of customer experience. His transition to the financial sector, where he has served as a Client Service Associate for three years at his father’s firm, displays his adaptability and passion for client-centric solutions. Joseph holds the SIE and Series 65 certifications, and he is actively pursuing his Series 7 qualification to enhance his proficiency in wealth management and client advisory services.
- Accounting ServicesWe know how to manage everything from payroll and bookkeeping to accounting and taxes. Moreover, we specialize in financial planning services. Our team works with you to create a custom financial plan that works for your specific needs and goals so that you can focus on what matters: growing your business.
- Bookkeeping Services
- Financial PlanningWe know how challenging it can be to take control of your finances when you have so many other responsibilities—and how much more rewarding it is when you do! At Financial Planning Alternatives, we specialize in family financial planning services. We’ve created a platform that allows you to set your own goals and track your progress toward them. You can even share your results with friends, family members, and other trusted advisors who can provide support and encouragement along the way. Our mission is to help you achieve the financial control you deserve. We’ll work with you one-on-one to create a customized strategy for balancing your personal and professional goals. Request a consultation in Westport, MA, or surrounding areas to start discussing your objectives.
- Retirement PlanningOur services in family financial management are tailored for women who are determined to secure their own financial well-being, as well as that of their families and future. Offering women financial advice, our family financial planners are equipped to guide you through various aspects, from retirement planning to estate management.
- Long Term CareMy financial career started in 2004 and I have gathered many licenses as well as designations along the way; General Securities Registered Representative (FINRA Series 6, 63 and 7), Registered Investment Advisery Representative (Series 66) licensed Insurance Agent (Life, Health and Long Term Care), and CERTIFIED FINANCIAL PLANNER™ professional… Learning is a lifelong process, which I intend to continue.
- College Funding