Financial Education
The best way an individual can plan for their future is to understand what services are available in the marketplace and how to leverage these resources. We offer educational programs for individuals and groups that explain the importance of having an investments / savings strategy to attain long-term financial security.

Working with corporate clients we can host group classes that focus on popular topics such as investment planning, college and retirement planning. Follow up meetings are also available for individuals interested in more personal guidance and customized financial plans can be developed for a fixed fee.

Individual Attention
Working one-on-one we will develop a comprehensive plan that is based on asset accumulation and preservation. Our strategy takes into account an individual’s total benefits and compensation package. The Bostonian Group does this by:

• Meeting individually to discuss long-term goals
• Evaluating the current financial situation
• Developing a personal financial plan to attain long-term goals
• And implementing the plan (if so desired by client)

Program Benefits for Companies
Financial security is important to everyone, but understanding what a person needs to do to achieve long-term financial security is often a mystery. Financial Planning Services explains in plain language how individuals can accumulate and preserve savings to achieve long-term financial security. We do this by offering group educational programs as well as one-on-one counseling services. Such services promote retention and employee morale by educating employees on their corporate benefits and by explaining how they can leverage these benefits to their best advantage.

For more information call The Bostonian Group today at 617-587-2300 and ask to speak to a Bostonian Group Financial Planning Services consultant.