Harvard Square Financial Planning Llc Careers in Boston, MA

Harvard Square Financial Planning helps members of the nonprofit community understand their financial situations and make practical, well informed decisions about the financial implications of life’s transitions. When you work with us, you receive personal, objective advice. And objective is the key word: we provide a fee-only service. We do not sell products, nor do we receive commissions. Instead, we are paid directly by you, and your best interests are our only goal. Specialties Retirement Planning, Investment and asset allocation, Budgeting and Debt Management, Social Security planning, Estate planning, Home purchase and refinance, Job offer comparision, insurance analysis, Tax planning