Financial Resources
Our concerns about finances run the gamut from “Do I have enough money to live comfortably?” to “How can I maximize my investments and minimize my tax burden?” to “What happens if I need long-term care and run out of funds?” These resources will help answer your questions.
Asset Strategy LLC provides an array of services including Financial Wellness Center and Private Wealth Management.
David O’Brien, Senior Consultant
dco@assetstrategy.com
781/235-4426 ext. 130
www.assetstrategy.com
Homestead Mortgage is a residential lending company that provides a number of loan options including Reverse Mortgages.
David Tourtillott, CRMP®
Certified Reverse Mortgage Professional – NMLS#46902
c: 617/797-3277 o: 781/924-5482
dtourtillott@myhomesteadmortgage.com
Amy Lipman-White is an attorney assisting clients struggling with their finances. Think stress relief from debts like credit cards, medical bills, mortgages, auto loans, student & parent loans. Amy defends clients in collection actions, negotiates settlements and if necessary, as a last resort will file a bankruptcy to give a client a fresh start.
I help people feel great about their financial life and their future. I help you move beyond overwhelm, gain clarity, and implement systems that work for your life and propel you forward. Yes, you can get good with money!
Debra Jacobs, Ed.M., AFC
Financial Coach
debra@moneysmartforlife.com
617/453-8685
Retirement is much more than an algebraic equation. Fit-To-Retire® aims to increase preparedness and enthusiasm in four other important areas of retirement success: Health & Nutrition, Self-identity, Social and Personal Relationships, in addition to financial readiness.
Chris Shea, CPFA®
Financial Advisor and Fit-to-Retire Coach
sheac@ceteranetworks.com
781/733-5966
Fairway Mortgage is a residential lending company that provides a number of loan options including Reverse Mortgages.
Specializing in HECM Loans (Reverse Mortgages) Matthew loves getting to know his clients so he can put together a tailored solution to meet each client’s goals, making them feel safe and informed every step of the way.
Matthew Lazowski
617/510-9488
mattlaz@fairwaymc.com
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