Check the background of this financial professional on FINRA's BrokerCheck.

Planning

Planning

Financial Planning - Active Listening Works

Your investment strategy is inspired by your financial plan. That plan is built for you.

We analyze your situation and listen to your plans with great sensitivity. We discuss philosophy, lifestyle and your goals for your family. Often we help you define – and resolve – complex, multidimensional, multi-generational issues.

Our planning process includes an in-depth analysis of your current financial circumstances. We evaluate strengths and weaknesses. We uncover opportunities. We systematically educate you about your options. Then we establish a customized plan that addresses all of these.

The resulting plan is comprehensive, integrated, dynamic and completely responsive to your individual circumstances. It is a financial expression of your personal vision. Once it's complete, you'll begin to enjoy unexpected levels of clarity and control.


     
Personal Financial Website

We use technology developed to provide you with an interactive daily wealth management tool.  In the past, people have completed financial plans that reflect their financial situation at a particular point in time. We are aware that life is continuously changing.  Our Personal Financial Website is a system that continuously tracks and monitors your financial plan to reflect these changes. The available services include:

  •  Comprehensive financial plan updated daily
  •  Personal website with 24 hour access to all of your financial information
  •  Account Connections
  •  Alerts to let us know of important changes in your accounts
  •  Online Vault capable for storing important documents
  •  Frequent flyer account mileage tracking system
  •  Mobile account web access

Our approach to personal financial planning aims to ensure our clients make informed investment and lifestyle decisions having received the best strategic advice available. This personalized planning tool will assist us in helping you make these decisions with up-to-date and accurate financial information.


Tell A Friend Tell A Friend
Connect with us on: Go to Facebook  
 
 
 800 South St.
Suite 390, Waltham, MA 02453
Phone: (877) 683-3580   Fax: 1 (800) 616-5532   Email: info@pensionwealth.com

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

* Securities and investment advisory services offered through Royal Alliance Associates, Inc., Member FINRA/SIPC and a registered investment advisor. Neil McInnis also offers investment advisory services through Pension and Wealth Management Advisors (Pension Wealth Management), a registered investment advisor not affiliated with Royal Alliance Associates Inc. 



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CT, DC, FL, ME, MD, MA, MI, MS, NH, NJ, NY, OK, PA, SC and VT. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.