Just Getting Started

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.

Just Getting Started

Direct Value-Added Services

  • Savings and budgeting: helping clients stick to a plan.
  • Helping clients understand group benefits through their employer.
  • Tax strategies.
  • Life insurance.
  • Long term disability insurance.
  • Investment and goal focused planning.
  • Retirement planning and savings.
  • Education planning and savings.

Indirect Value-Added Services

  • 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.