Securing Your Financial Future
At Dwell360, your safety and security is our number one priority. We’re here to guide you through sound real estate decisions, which goes hand in hand with sound financial planning. To that end, we want to promote another independent, local business that provides wealth management.
We would like to introduce you to someone that we’ve been working with for many years. Rick Fingerman is not only a Partner and Co-Founder of Financial Planning Solutions, he’s also a client and friend of Ed and John, giving him unique insight into the process of the buying and selling real estate in the Greater Boston Area. As a result, he’s extending a complimentary hour of financial services to Dwell360 clients!
Just like Dwell360, Financial Planning Solutions has an unwavering commitment to fiduciary duty. Your interests always come first. We hope you’ll take advantage of this opportunity, valued at $500, to answer your financial and wealth management concerns.
Rick Fingerman, CFP®, CDFA®, CCPS™
Managing Partner and Co-Founder
617-630-4978
As a Certified Financial Planner™ practitioner with over 30 years of experience, Rick has helped others answer these questions and more:
Should I pay my mortgage down faster or is better to invest my money?
How do I balance home expenses with other goals such as retirement or college?
When is the best time to refinance?
How can I lower expenses such as insurance?
Are there ways to reduce my taxes?
Should I change the way my house is titled?
Is Estate Planning something I need to address?
Click here to read Rick’s letter and to book an appointment to meet with him. As always, feel free to reach out to Ed Johnston and John Lynch with any questions!
Dwell360 is an elite residential real estate firm based in Waban, Massachusetts, servicing the cities and suburbs of metro Boston. Owned by REALTORS Ed Johnston and John Lynch, Dwell360 is a leader in luxury real estate throughout Newton, Needham, Boston, Brookline, and other communities of the greater Boston area and on Cape Cod. Search for homes in Massachusetts or give us a call!
