Find a Financial Planner in Haverhill, MA

 

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We Only Work With The Best Haverhill Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Haverhill, MA


  • Financial Advisor Close to Haverhill, MA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Haverhill Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Haverhill area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Haverhill can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
16.0% of Haverhill's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Haverhill area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Haverhill area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Haverhill area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Haverhill area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Massachusetts has unique laws defining which actions trigger a taxable event and has the 20th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Haverhill area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Haverhill area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Haverhill, MA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Haverhill, MA

We evaluated over 13,000 RIA firms to bring you the best of the best Haverhill financial advisors.
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How Retirement-Friendly is Haverhill, MA?

  • Population: 63,533
  • % of Population 62 Years and Over: 16%
  • Average Home Value: $304,400
  • Average Monthly Housing Cost: $1,411
  • Average Household Income: $86,187
  • Massachusetts Total Tax Burden: 8.77% (20th Highest in U.S.)
  • Massachusetts Property Tax: 3.57% (13th Highest in U.S.)
  • Massachusetts Individual Income Tax: 3.29% (6th Highest in U.S.)
  • Massachusetts Sales and Excise Tax: 1.91% (6th Lowest in U.S.)


The Top Financial Advisor Firms in Haverhill, MA


BEATON MANAGEMENT CO INC

Website

(978) 372-3008

150 Summer Street

Haverhill, MA 01830

SEC#: 801-22549
Years in Business: 36 years