About Demers financial planning
Demers Financial Planning: Your Trusted Partner for Holistic Financial Planning
Are you looking for a financial planner who can help you achieve your financial goals and dreams? Look no further than Demers Financial Planning, led by Maureen Demers, a seasoned financial planner with years of experience in the industry. Based in North Andover, MA, Demers Financial Planning offers fee-only financial planning services that you can count on.
At Demers Financial Planning, we believe that everyone deserves to have a solid financial plan that aligns with their unique needs and aspirations. Whether you are just starting out in your career or nearing retirement age, we can help you create a comprehensive plan that takes into account all aspects of your finances.
Our holistic approach to financial planning means that we don't just focus on one area of your finances - we look at the big picture. We take into consideration your income, expenses, assets and liabilities as well as other factors such as taxes and insurance. By doing so, we are able to create a customized plan that is tailored specifically to your needs.
One of the things that sets us apart from other financial planners is our commitment to transparency and objectivity. As fee-only planners, we do not receive any commissions or kickbacks from investment products or services. This means that our advice is always unbiased and based solely on what is best for our clients.
At Demers Financial Planning, we offer a wide range of services designed to meet the diverse needs of our clients. Some of these services include:
- Retirement planning: We can help you create a retirement plan that takes into account factors such as Social Security benefits, pension plans and investment portfolios.
- Investment management: We offer personalized investment management services designed to help grow your wealth while minimizing risk.
- Tax planning: Our team can work with you to develop tax-efficient strategies aimed at reducing your tax liability.
- Estate planning: We can assist with estate planning matters such as wills, trusts and beneficiary designations.
In addition to these services, we also offer ongoing support and guidance to our clients. We believe that financial planning is an ongoing process that requires regular review and adjustment. As such, we are always available to answer questions or provide advice whenever you need it.
If you are looking for a financial planner who can help you achieve your goals and dreams, look no further than Demers Financial Planning. Contact us today to schedule a consultation with Maureen Demers and start your journey towards financial success!