Financial Planning

Households with financial plans are 2.5x more likely to save enough for retirement

Finances are much easier to handle when we can see how the many pieces of the puzzle fit together. Our team can create a comprehensive or focused plan that covers areas such as

Fees

The financial picture we create will be based on the goals that you want to prioritize most. Our Financial Planning fees are based on the complexity of your needs.

Our Financial Planning Services

Our financial planning services typically encompass the following key areas:

Financial Education

Helping You Build a Foundation of Financial Knowledge

Cash Flow Management

Strategies for Healthy and Sustainable Cash Flow

Compensation Review (including stock based)

Helping You Build a Foundation of Financial Knowledge

Debt Review

Helping You Build a Foundation of Financial Knowledge

Risk Management (insurance analysis)

Mitigating Risks Through Expert Insurance Analysis"

Tax Strategies

Optimizing Your Finances Through Strategic Tax Planning

Investment Management

Strategic Investment Management for Long-Term Growth

Charitable Giving

Guiding Your Philanthropy for Community Benefit

Business Planning

Building a Solid Foundation for Your Business

Retirement Planning

Creating Your Ideal Retirement Lifestyle

Trust & Estate Planning

Your Partner for Trust and Estate Guidance

Your Financial Pain
Points: Solved

Learn how we can create a plan for your financial future!

We create custom plans tailored to fit your specific needs.

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Nubian Square Investment Advisors

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Nubian Square Investment Advisors LLC is a registered investment adviser located in Boston, MA. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.