Value Proposition

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 fee-based 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 Services

  • Financial planning.
  • Wealth management.
  • Tax strategies.
  • Life insurance, long term disability insurance, long term care planning.
  • Retirement planning and savings.
  • Education planning and savings.
  • 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.
  • Group benefit planning for businesses (401k, profit sharing, SEP IRAs, health insurance, group long term disability insurance, group life insurance, fringe benefits, etc).
  • Social events sponsored by Civic Financial as a means to meet and network with other professionals.

Indirect Services

  • Connecting our clients with other trusted professionals: estate planning attorneys, 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.
  • Access to competitive lending companies.