We are a leading independent provider of financial and investment managment services located in Plymouth, MA.
Our team at North Light Financial Services can help answer the questions you have about your financial future such as:
- How much money will I need in order to retire?
- Will I be able to retire early?
- How can I get the most out of my 401(k)?
- Should I have a traditional IRA or Roth IRA?
- How can I maximize the return on my investments while reducing risk?
- How can I “inflation-proof” my investment income?
- How can I provide for my children’s or grandchildren’s college education?
- Do I need long-term care insurance? Disability insurance?
- How can I ensure that my children receive as much as possible from my estate?
- What do I need to know about wills, trusts, and probate?
Our comprehensive approach includes an assessment of your complete financial picture and a customized financial plan to help you achieve your goals and dreams for long-term investment growth and stability.
Our on-going service includes periodic review and oversight of your plan in the face of a constantly changing world.
See us by appointment. Visit us at www.northlightfinancialservices.com.
Links to articles/ websites: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Cambridge Investment Research makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and North Light Financial Services are not affiliated. Cambridge does not offer tax advice. Office of Supervisory Jurisdiction: 46 Accord Park Drive / Norwell, MA 02061 Phone: 781-878-4063
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