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Client Centered

Living Comfortably

We met Brad and his team in 2016 when we were starting our careers and internal medicine residency. He started us on the right path to financial planning, beginning with life and disability insurance, kids' college savings, tax strategy planning, and helping us increase our savings & retirement savings. As the years went on, he made a number of additional recommendations to a CPA, Estate planning Attorney, etc. In recent years, he emphasized that “we will coach you to become world class savers”, and we are continually working and improving this. We are now living comfortably and just upgraded with a purchase of a new home in Sharon. We will always appreciate what Brad and his team have done to help us reach this stage of our lives and look forward to our continued growth.

-Tanvi and Amit N.



No compensation was paid to this client for their testimonial. Their experience may not represent the experience of others nor predict future results.  2023-164934 Exp. 11/24