Financial Planning

Perhaps your goals include retiring early, buying a vacation home or pursuing another life dream. If you are like many others, you are also concerned with your children's education and providing for your family in case of your death. Whatever your life goals, financial planning helps you meet them.

So What Is Financial Planning?

It is a systematic and comprehensive approach to financial security through proper analysis, planning and management of your financial resources.

Comprehensive financial planning includes:

  • Investment planning
  • Tax planning
  • Education planning
  • Risk management/insurance planning
  • Retirement planning
  • Estate planning

Our Approach

Hemenway & Barnes LLP can help you develop a clear picture of your financial situation and a comprehensive plan to achieve your goals. Our financial planners, tax professionals and investment advisors will:

  • Analyze your financial information using sophisticated financial software tools
  • Advise on federal and state tax issues
  • Guide your investment allocation and options
  • Consult attorneys on estate planning issues
  • Coordinate with our insurance partners to ensure appropriate coverage

Financial planning is a process; it does not end when you complete your initial plan. Changes in your life circumstances, such as marriage, the birth of a child, changes in tax regulations or sale of a business, require regular assessment and revisions to your plan. We recommend a periodic review to ensure it is still in line with your financial situation and life goals.

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Disclaimer

Communications Policy for Hemenway & Barnes

Thank you for your interest in Hemenway & Barnes, but merely communicating with Hemenway & Barnes LLP or a Hemenway & Barnes lawyer or employee will not create a lawyer-client relationship. Such a relationship will not arise unless and until the firm agrees with you in writing to handle a particular matter. Unless and until this has occurred, you should not convey to us any information you regard as personal or confidential, because any such information will not be treated by us as confidential or subject to any confidentiality requirements.

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