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.
- 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.
- 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.