Baldwin Brothers - The Evolution of Investment.

http://www.FNCAdvisor.com First National Advisors is a full-service wealth management firm and Registered Investment Advisor (RIA) dedicated to helping small business owners, healthcare professionals, and affluent families address their complex financial planning needs. Based in Rockland, MA, just south of Boston, our clients have trusted us to provide the knowledge, experience, and insight to help them achieve their long-term financial goals in an increasingly complex economic environment. Committed to building lifelong client relationships, our goal is to serve as your trusted advisor and primary resource for financial advice, information, and services. We help create financial clarity and strategy, implement customized investment portfolios, and protect assets using carefully selected insurance and annuity products. We also offer our own alternative investment strategy, The Chapoquoit Managed Account, as well as planning for effective company-sponsored retirement plans, including 401(k), 403(b), and pensions. We invite you to contact us today at 781-878-7757 to learn more about First National Advisors and how we can help you achieve a stronger financial future. First National Advisors ("FNA"​) is a Registered Investment Advisor located in the State of Massachusetts. FNA provides investment advisory and related services for clients nationally. FNA will maintain all applicable registration and licenses as required by the various states in which FNA conducts business, as applicable. FNA renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Michelle Fallon, MS, CFP®, Senior Financial Planner & Fixed Income SpecialistMichelle joined the Aequitas team in January of 2010.  She provides financial planning services to our clients as well as specializing in the areas of Medicare Planning, Social Security Claiming Strategies and Educational Goal Funding.  Prior to Aequitas, Michelle spent twenty years at Bear, Stearns & Co., Inc. working on the Fixed Income Trading Desk finishing her career as the Municipal Bond Coordinator for the Boston Office.    Michelle holds her Bachelor of Arts degree in Economics from the University of Vermont.  In 2014, Michelle earned her CERTIFIED FINANCIAL PLANNING TM designation.  In March of 2018, she completed her Master of Science degree in Personal Financial Planning from the College for Financial Planning.  Michelle’s professional affiliations include memberships in the National Organization of Professional Financial Advisors and the Financial Planning Association of Massachusetts.

For over a decade, SHP Financial has helped individuals and families plan for financial independence in retirement. As Investment Advisor Representatives we’re legally bound to work with the highest integrity and transparency and to always put your needs above all else. Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC-registered investment advisor. Insurance sales are offered through SHP Financial, LLC. These are separate entities. This platform is solely for informational purposes. Advisory services are only offered to clients with an Advisory Services Agreement and proper disclosures delivered. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way.

Bowen partners with growth tech companies to drive value creation within the innovation economy. We provide M&A advisory, private capital and principal investment services. For more than two decades, our entrepreneurial focus, integrity and commitment to excellence have guided our strategic and client-centric advice. Our track record of exceptional transaction execution, deep industry knowledge and longstanding relationships set us apart.

McNamara Financial Services, Inc. is a small family-owned business that has been helping clients plan for their financial futures since 1987. We are comprised of 4 advisors holding the CERTIFIED FINANCIAL PLANNER designation, and 6 support staff. We manage approximately $420 million for individuals whom we genuinely enjoy working with and seeing achieve financial success.

Founded in 1977, by Gary and Myrna Kwasnecha, Financial Services Group (FSG) is a wholistic Financial planning, Insurance and Investment Management firm built on a rich history of strong client engagement and high levels of customer service. FSG employs 12 people, including 7 advisors and 5 support team members. FSG serves over 1,200 client households, manages over 500 million of investment assets and its advisors have delivered over 40 million worth of Life and Critical Illness Insurance claims to our clients' beneficiaries. FSG is located in the heart of Leduc, Alberta, and we serve clients located throughout Alberta, British Columbia and Ontario. FSG’s sister company, Get Benefits (Kinasewich Benefits Consulting), specializes in group benefits and retirement plan consulting and brokerage. Please visit www.GetBenefits.ca for more information.

Liquid Capital is an established international network of finance professionals, who specialize in providing clients with innovative solutions for business growth. We are committed to the success of small to medium-sized businesses, and offer a full-service suite of extensive receivable management services, including credit checks, collections, and administration. As thought leaders of our industry, we are constantly reinventing ourselves, so that our clients can keep their customers happy. Whatever your unique business circumstances, we are prepared to deliver a viable and effective financing solution. We help business grow.

Jen grew up in Pittsburgh before moving to Falmouth in 1991. She graduated from the University ofMassachusetts, Amherst with a Bachelor of Science and earned her Doctorate from Tulane University.Jen joined Cutter Financial Group, LLC after 27 years of professional industry experience in dataanalysis and modeling, compliance, and strategic risk mitigation. Jen worked for a variety of companies including the accounting offices of Brown, Rudnick,Freed & Gesmer, as well as corporations such as, Pfizer, Altana Pharmaceuticals, and Associates of Cape Cod, Inc.Jen’s professional experience in data analysis and modeling, coupled with her strategic risk mitigation knowledge makes Jen a natural fit to help others implement Cutter Financial’s proprietary Downside Risk Mitigation (DRM) strategies.Cutter Financial Group, LLC is an SEC Registered Investment Advisor (CFG). CFG's philosophy is preservation of wealth both in the accumulation and distribution stages of your financial lifecycle. Our proprietary retirement system is designed to incorporate the five key elements of a successful retirement system. The first step in developing a sound system is to fix an outdated investment strategy. CFG's investment strategy is specifically designed to use quantitative data to help us to be invested when market momentum is on our side and to move to a "safe haven" when momentum is not. CFG's philosophy is if you manage the downside, the upside can take care of itself.Once a sound investment strategy is implemented, then CFG can build an income strategy that is measurable and predictable, followed by tax, estate, and legacy strategies.CFG's proprietary Downside Risk Mitigation strategy is designed to help give you the highest probability of financial success.

At One Charles Private Wealth we look beyond your portfolio. Your finances are connected to your whole life so we don’t deal with it in the abstract. We work with your finances where they impact you. We discover your unique circumstances and aspirations. How your beliefs and values shape not only your life but how you deal with money. Then we incorporate your life story with the financial data to create a plan with purpose. We are the stewards of the plan. We work collaboratively with the other professionals in your life to ensure that we execute on the plan, keep it up to date with all that is going on in your life and adapt it as necessary. We also focus on wealth structuring, access to banking services, estate planning services, insurances, credit and lending. We deliver proactive, customized advice along with excellent service – because we understand that the service we deliver is just as important as helping to protect and grow your wealth. http://onecharlespw.com/disclosure/

• Performed equity research and valuation using DCF models in Python and Excel, enhancing accuracy and efficiency in financial analysis process• Developed, updated and rebalanced portfolio models through iRebal software, ensuring optimal asset allocation• Projected budgets for fiscal years 2024 and 2025 supporting long-term strategic decision-making• Monitored funds and presented weekly updates, providing key insights and performance summaries for senior advisors

Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. Financial planners can provide you and your family with guidance over your lifetime. We are a compassionate team of professionals you can trust to collaborate with integrity on your financial goals. We look forward to connecting if: ~ you are near retirement and looking for guidance on whether or not you can retire comfortably ~ you are currently retired and want to review your financial plan including: your goals, income strategy for your lifetime, investment portfolio, tax efficiencies and estate plan ~ you are going through a life transition (new job, career change, divorce, loss of spouse, etc.) and need professional guidance to better navigate your options and overall picture Give us a call: 508-790-7039