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Peggy M. McGillin, CFP®, MBA

Journey Financial Planners, LLC

747 Main Street
Suite 120
Concord, MA 01742
Phone: (978) 369-2911
Fax: (978) 405-5120

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Household Income Minimum: $100,000
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Career Change
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Irregular Income
  • Insurance
  • Startup
  • Life Planning
  • Retirement
  • Long-term Care
  • Succession Planning
  • Women's Finances

 

How Planner Charges

Considerations: Personal, thorough planning

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