High Income Professionals / Emerging Affluent

Civic Financial is a comprehensive financial planning firm based in Boston serving several hundred households and businesses across the country. We can help our clients with personalized comprehensive planning including all or many of the services listed below, or a solutions-based model focusing on just one or a few areas.

High Income Professionals / Emerging Affluent

Direct Value-Added Services

  • Wealth management: developing a strategy between company sponsored plans, private investments, and managed accounts.
  • Insurance planning: life insurance, long term disability insurance, long term care planning.
  • Enhancing tax efficient savings beyond simply maximizing contributions to government and employer sponsored retirement plans.
  • Education planning and savings.
  • Estate planning strategies.
  • Socially responsible investing and environmentally conscious strategies.

Indirect Value-Added Service

  • Connecting our clients with other trusted professionals: estate planning attorneys, accountants, mortgage brokers, real estate professionals, property and casualty insurance professionals, private bankers, etc.
  • Introduction to our firm’s existing clientele and network for professional connections.
  • Social events sponsored by Civic Financial.
  • Access to competitive lending companies.