Financial planner Moneta Group | Boston Investment Advisors 1 Mercantile St Suite 750, Worcester, MA 01608

Our Services

• Retirement Planning: Prepare for a secure financial future with customized retirement strategies.
• Investment Management: Benefit from professional oversight of your investment portfolio to meet your financial objectives.
• Financial Advisory: Receive expert guidance on budgeting, saving, and overall financial health.
• Estate Planning: Ensure your assets are distributed according to your wishes with our estate planning services.

What to Expect

During your initial consultation, we will discuss your financial goals, assess your current situation, and outline a strategy tailored to your unique needs. Bring any relevant financial documents, such as tax returns, investment statements, and retirement account information, to make the most of your meeting.

FAQs

• What is a financial planner? A financial planner is a professional who helps individuals create strategies to meet their financial goals, including investments, savings, and retirement.
• How often should I meet with my financial planner? It’s recommended to meet at least annually, or more frequently if your financial situation changes significantly.
• What documents do I need for my first meeting? Bring documents like recent tax returns, current investments, and any existing financial plans.
• Are your services fee-only or commission-based? Moneta Group operates on a fee-only basis, ensuring transparency and alignment of interests with our clients.
• Can you help with retirement planning? Yes, we specialize in retirement strategies tailored to your specific needs and timeline.
• What types of investments do you recommend? We provide a personalized approach to investments based on your risk tolerance and objectives.
• How do you charge for your services? Our fees are typically based on a percentage of assets under management or a flat fee for planning services.
• What if I want a second opinion on my financial plan? We’d be happy to review your current financial plan and provide our insights and recommendations.