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Amherst, MA
9 Research Drive, Suite 1
P.O. Box 2067
Amherst, MA 01004
Hingham, MA
99 Derby Street
Suite 200
Hingham, MA 02043
Hyannis, MA
100 Independence Drive
#123
Hyannis, MA 02601
Amherst. NY
100 Corporate Parkway
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Amherst, NY 14226

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Financial Times Top Financial Advisers 2017 FT 300 Ranking June 2017

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June, 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

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This enables us to help you prepare for transition of financial management to your financial caretaker(s). If portions of the questionnaire are not applicable, that’s ok! We can work on this report together to reflect your plans.

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A Financial Caretaking Plan outlines the steps you take to transfer bill paying, investment management, estate planning, and tasks you need to complete to prepare for the day you can no longer manage finances on your own.

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