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Our Services

How We Can Help You

We understand that when it comes to financial planning, many individuals often overlook the critical aspect of risk management. However, we are here to help you navigate this essential component of your financial plan. At Neponset Valley Financial Partners, we specialize in various areas, including retirement income planning and comprehensive risk management. Our experience extends to conducting in-depth analyses of the role of insurance in financial planning, establishing that you have the necessary coverage to conserve your assets for your loved ones.

Additionally, we have extensive experience in managing portfolios for recipients of medical malpractice settlements, with a particular focus on birth defect victims. Our dedicated team is committed to providing tailored strategies that address your unique needs.

Lifetime Income

  • Secure safe and consistent income
  • Maximize income within proven guardrails
  • Apply strategies that are inflation sensitive


  • Limit downside risk
  • Identify and include new opportunities that match your risk tolerance level
  • Maintain long term performance with timely and consistent re-balancing
  • Minimize taxes


  •  Provide estate planning guidance that fulfills your objectives
  • Develop and execute strategies designed to protect your assets
  • Ensure that your assets are distributed in accordance with your wishes

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 781-762-6200