Smart individuals know that the key to a successful and stable financial future is collaborating with a qualified financial advisor. For individuals searching for a Certified Financial Planner™ practitioner in Lynnfield, MA, the expert team at Sachetta & Callahan is ready to take you on the path toward complete financial independence.
With more than 30 years of experience, our advisors have a wealth of specialized knowledge in financial planning and other services. Many of our advisors are Certified Public Accountants as well as a Certified Financial Planner™ professionals to provide individuals with a well-rounded viewpoint and comprehensive advice.
Our clients will work one-on-one with one of our trusted advisors, but will also have access to our full team of professionals. For every case and client, our team stays up-to-date on their goals and progress. This is just one of the ways Sachetta & Callahan separates itself from the pack. We believe that a team approach provides our clients with a more solid relationship because an advisor is always available for questions and recommendations based on a client’s individualized needs.
Our financial planning services first begin with a comprehensive and detailed plan. This plan is intended to examine your current financial situation in order to develop reachable and realistic long-term goals.
An individual’s plan may be updated periodically depending on his or her needs and the changes that so often occur throughout a person’s financial journey. Individuals are free to have their plans changed frequently for full and maximum control and peace of mind—at no extra cost.
If you’ve been searching for a Certified Financial Planner™ in Lynnfield MA, contact the advisors at Sachetta & Callahan to schedule an appointment today.