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Most people work hard for their money and have dreams and hopes of a great retirement or buying that first house. You know that American dream that we grew up believing in.  But the problem is, life happens. They get laid off at work, get divorced or get sick. Maybe they become the care giver for their aging parents. All of a sudden, the bills start coming in and they become reactionary and then that savings account dwindles nd now that 401K plan might have to be accessed.  Or they fall into the credit card trap. They have huge debt and are so overwhelmed they just pay the minimum to get by. Their credit rating starts to drop and now they struggle to find a balance.

I've been in the financial services industry for over 30 years and have seen these scenarios and much more. Through the years I have come to understand that most people make at least one major financial blunder in their adult life.  They get embarrassed and are afraid to ask for the help that they need which turns out to be the biggest mistake of all.

To me, being financially successful is first knowing where your money is going and then building towards your goals. If this makes sense to you, maybe we should talk. I am independent and only work for my clients.  I see our relationship as a team effort Charting Your Course to Financial Security - Jeffrey Moore, MRFC LUTCF

The Buzzards Bay Financial Planning team provides a holistic approach to financial strategizing that encompasses all aspects of your life-well beyond your finances. We obtain a thorough understanding of your obligations and lifetime goals in order to design your comprehensive financial strategy.

We work with individuals and couples to help budget and strategize for all of life's events.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Call for a complimentary and confidential financial review. 

(774) 328-9106.

 
Jeffrey Moore

Jeffrey Moore

MRFC, LUTCF® Financial Representative

(774) 328-9106

(774) 202-6073

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.