I am committed to making sure that my clients have the most outstanding life possible. I provide them with a real world understanding of their financial health in order to alleviate stress and improve quality of life. I insure that my clients are protected under any and all conditions. The result is that they enjoy more wealth and have access to their resources on their terms.
This is why I live my life through what I call my Worthy Ideal, which is….
“To inspire and enrich individuals, families and businesses to think and live uncommonly so that they can enjoy a life filled with health, happiness, optimism, abundance and security.”
This is the life that I live and I have a burning desire to share it.
Bob joined The Bulfinch Group in 2011 and works closely with individuals and families to help develop and achieve mid and long-term financial goals. Recognizing the unique needs of each of his clients, Bob approaches planning through a customized process that is designed to meet the specific objectives of each client and is tailored to work within the limitations of today’s earnings and resources. Through this process, clients gain a comprehensive understanding of their overall financial picture and can focus on strategies that fit with their goals and future aspirations. Bob also works closely with business owners and entrepreneurs to develop plans with appropriate flexibility and protection. Bob holds the prestigious Certified Exit Planner designation (CExP™), and is a member of an elite and highly sophisticated group of Exit Planning professionals who have demonstrated the technical knowledge and experience associated with planning for business owners at the highest level.
Bob’s experience can meet the full planning needs of clients, though his primary focus is on asset protection and wealth accumulation strategies. Some of the possible benefits of a client relationship may include:
- Wealth maximization
- Asset and income protection
- Minimizing income and estate taxes
- Creating cash recovery strategies
- Education funding
- Maximizing retirement income
- Estate / charitable planning
- Risk management
Bob graduated from Boston University with a degree in Psychology. Bob resides in Wellesley with his 3 children and enjoys hiking and mountain-biking in his spare time.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. AR Insurance License #16461920. CA Insurance License #0I16869