Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.
Issue link: https://read.uberflip.com/i/603345
At Sachetta & Callahan, LLC, our process is all about you. It starts with a conversation about where you are financially, where you'd like to be in the future, and how we can best help get you there. We develop long- term relationships with our clients centered around guiding them on their path toward financial freedom, and our success is measured not by investment rate of return but by the ability of each client to reach their financial goals. As your trusted advisor, we'll work with you to develop a roadmap toward your financial dreams. Along the way we'll manage your investment portfolio in line with your financial plan, so that you know it's always invested properly for your unique situation. We'll prepare your individual income tax returns each year, and consider the tax implications of each decision that we make. We have an insurance specialist on staff, so we can analyze your current coverage and suggest any changes that might be necessary as your life evolves. Unlimited consultations are included, so you're welcome to call or visit us as often as you'd like without ever worrying about additional fees. Together, we'll update your financial plan periodically to ensure that you remain on track, and so that you'll have the peace of mind in knowing that you're always making progress toward your financial goals. You'll have access to an online portal where you can get real-time information about your financial plan, taxes, and all of your financial accounts, even those that we don't manage. We're constantly investing in our technology to provide you with the most responsive, accurate, and personalized service possible. Our advisors are Certified Financial Planners ® , Certified Public Accountants and Chartered Life Underwriters, so we're uniquely qualified to guide you in all aspects of your financial life, and as fiduciaries you can rest assured that this guidance is based solely on what is in your best interest. We believe that our clients should always come first, and it's been that way since we first started in business more than 30 years ago. Whatever you need, we're here for you. We invite you to call or visit our office at MarketStreet Lynnfield to start taking control of your financial future. SACHETTA & CALLAHAN DREAM. PLAN. ACHIEVE. SACHETTA & CALLAHAN 600 Market Street, Suite 684 Lynnfield, MA 01940 781.233.4138 info@sachetta.com www.sachetta.com S P E C I A L A D V E R T I S I N G S E C T I O N