Financial Advisor in Newton, Massachusetts
My dad died suddenly when I was 19 years old. This had a profound effect on me as I saw my 47 year old mother take over the family business. Even though it didn't surface until a number of years later, helping people become financially empowered became my calling. I feel it is my obligation to help others put their finances in place so they can live they way they want today, as well as enjoy a secure financial life.
I am the co-founder and managing partner of Financial Planning Solutions, LLC, an independent fee only financial planning and Registered Investment Advisory firm. I work as a CERTIFIED FINANCIAL PLANNER™ practitioner with 30 years’ experience helping people make more intelligent decisions pertaining to their money. I specialize in working with women in transition. Whether you recently lost a spouse, are going through a divorce (or are recently divorced), or even contemplating a career change, I can help you work through the multitude of issues one can face and then help you achieve what is important to you. I also help families pay for college in the most efficient way.
Financial Planning Solutions, LLC
Financial Planning Solutions, LLC is a fee-only financial planning and investment advisory firm located in Newton, Massachusetts. The firm specializes in creating financial wellness for recently widowed or divorced women and empowering those seeking a more secure financial life. FPS also helps those balancing retirement and paying for college.
✪ Women in Transition ✪ Creating Financial Wellness for Recently Widowed or Divorced Women™ and empowering those seeking a more secure financial life.
RIA - Rick Fingerman
Firm License #
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Advisor License #
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Financial Planning Solutions, LLC ("FPS") is a Registered Investment Advisor ("RIA") located in the Commonwealth of Massachusetts. FPS provides asset management and related services for clients nationally. FPS will notice file and maintain all applicable licenses as required by the various states in which FPS conducts business, as applicable. FPS renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
This web site is intended to provide general information about FPS. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.
FPS may utilize third-party websites that include social media websites, blogs and other interactive content. FPS considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, FPS may retain a copy of information that FPS or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of FPS or the Commonwealth of Massachusetts or any other regulator where the Advisor may be registered.
Information provides on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by FPS’s advisory persons after entering into an advisory agreement and provided FPS with all requested information about your background.
Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. FPS does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.
FPS will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. The Disclosure Brochure and Supplement are updated at least annually and available upon request. You may also obtain a copy on the SEC website at http://adviserinfo.sec.gov.
If you have any questions regarding Compliance and Regulatory information, please Lyman Jackson at Lyman@PlanWithFPS.com