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.
Direct Value-Added Services
- Financial planning: getting organized comprehensively in preparation for retirement.
- Wealth management: Consolidating accounts, auditing allocation strategy, and enhancing simplicity.
- Tax strategies: Integrating planning for taxable accounts, tax-deferred accounts, and tax-free accounts.
- Insurance planning: life insurance, long term disability insurance, long term care planning.
- Education funding strategies.
- Income distribution planning: withdrawal strategies, tax bracket management, income floors, social security analysis.
- Estate planning strategies.
- Philanthropic planning, effective gifting strategies, multi-generational coordination.
- Socially responsible investing and environmentally conscious strategies.
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.