Welcome

Welcome to our new and improved site and our new blog, where we will provide the most up-to-date tips, advice and information on your journey toward building wealth.

Whether it’s protecting your 401K, rolling over an IRA, shielding your investments from volatility, beating inflation, planning for retirement or creating an effective tax strategy, we have the holistic plan for you to achieve true Financial Freedom. 

In this blog, we’ll give regular advice for you to consider and tips on how we can build you a customized plan for financial success. We’ll also discuss the latest news and trends that impact your financial life, and offer ways for you to pivot to meet your goals, no matter the economic climate. 

In addition to the new site and this blog, you can learn lots more every week on my radio show, Mass Wealth Radio. Listen each week on Saturdays at noon on WRKO 680 AM in Massachusetts or on WNTK 99.7 FM and WUVR 98.9 FM and 1490 AM in New Hampshire and Vermont. 

You can also stream every episode anywhere anytime at iHeart Radio (link).

Happy new year – and here’s to you taking the first step toward Financial Freedom!

Jake

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