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Home > Financial Planner Directory > Massachusetts > Boston > James L. Joslin, CFP®

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James L. Joslin, CFP®

TFC Financial Management, Inc.

30 Federal St
7th Fl
Boston, MA 02110
Phone: (617) 210-6710
Fax: (617) 210-6760

Saved in Saved Planners

Household Income Minimum: $5,000,000
Investable Asset Minimum: $2,000,000

Specialties

Budget & Debt Management
Comprehensive Financial Planning
401(k)/403(b)/IRAs
Buying a Home
Charitable & Planned Giving
Asset Allocation
Estate Planning
Investment Management
Getting Divorced
Mutual Funds
Real Estate
Insurance
Life Planning
Retirement
Long-term Care
Sudden Wealth

How Planner Charges

Fee Only

Considerations: As an independent wealth management firm, we give you the personalized attention and objective advice you need to develop and implement an effective financial plan and to manage life's transitions.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.