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Cory White, CFP®

Peak Financial Management Inc.

76 Beaconsfield Rd
Brookline, MA 02445
Phone: (781) 487-9500

Toll-free: (877) 567-9500

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Household Income Minimum: $100,000
Investable Asset Minimum: $1,000,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Retirement
  • Personal Taxes

 

How Planner Charges

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