Thank you for visiting my page. I am a CERTIFIED FINANCIAL PLANNERTM
professional and an asset manager for an independent Registered Investment
Adviser in the beautiful coastal town of Marshfield, Massachusetts. The ages, life stages and occupations of the
clients that I work with are many and varied.
Many of my clients are on the younger side- just starting to put savings
goals together and trying to take care of their families. I also have many clients that are approaching
retirement, who need help figuring out how to make retiring on their chosen
date financially feasible. And finally
there are my retirees, whom it’s important to meet with periodically to ensure
that their portfolio withdrawal rates are sustainable for the long term.
I like to oversee all aspects of my clients’ financial
lives, including tax situations, budgets, savings goals, estate plans, and
life/disability/long term care insurance.
It is important to note that I am not a tax or legal professional,
however, I enjoy coordinating with such professionals on my clients’ behalf to
ensure a sound plan from all angles.
McNamara Financial Services, Inc. is a small family-owned
business that has been helping clients plan for their financial futures since
1987. We are comprised of 3 advisors
holding the CERTIFIED FINANCIAL PLANNERTM designation, and 4 support
staff. We currently manage over $270
million for individuals whom we genuinely enjoy working with and seeing achieve
I am compensated by a fee as a percentage of assets under
management, and/or a flat or hourly financial planning fee. I am
happy to provide an initial consultation via phone, FaceTime, or in person at
no cost and with no obligation. After
this consultation, I am better able to give an estimate of cost, which is
dependent on level of complication (hours needed) and amount of assets eligible
for management. I look forward to
speaking with you.