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

Financial Education
Cash Flow Management
Compensation Review (including stock based)
Debt Review
Risk Management (insurance analysis)
Tax Strategies
Investment Management
Charitable Giving
Business Planning
Retirement Planning
Trust & Estate Planning

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.

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 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.