Helping you plan a bright future!
This is where you make the difference with that first step
Helping you plan a bright future!
This is where you make the difference with that first step
About Us
Planning Futures
we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
We also are growing so fast that we are looking for business partners to expand with us using our firm's platform.
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Our Team
Manager
Gordon Wan has been in the financial industry for over 30 years and have helped families and business achieve their goals
Agent
Gordon and his team can help educate and provide you options at no cost for our consultation.
We also are growing so fast that we are looking for business partners to expand with us using our firm's platform.
Broker
We work with over 100 brand name companies provide solutions tailored to your situation.
Contact Us
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
You may reach us at 781-888-8368
Hours
Monday - Friday: 9am - 9pm
Saturday - Sunday: By appointment
25 Braintree Hill Office Park, suite 204
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