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Articles

Stephen Geremia | Sep 1, 2020

Year-End Financial Planning Checklist

Finance

10 Suggestions to Help You Stay on Track

Although 2020 has been a year of unexpected changes, one routine has remained consistent: the fourth quarter means it

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P: 508-359-9442
F: 508-359-2494
E: sgeremia@geremiainvestments.com

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Medfield MA 02052

2012 - 2019, 2021 - 2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in 2/22based on data gathered within 12 months preceding the issue date. 4090 Boston-area advisors were considered, 513 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com. 

 

 

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This communication is strictly intended for individuals residing in the states of CA, CT, FL, MA, NC, NH, NJ, PA, RI, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Advisory services offered through Ashwood Advisors, LLC are separate and unrelated to Commonwealth. Privacy Copyright © 2021

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 4,090 Boston-area wealth managers were considered for the award; 513 (13% of candidates) were named 2022 Five Star Wealth Managers.  (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit https://www.fivestarprofessional.com/

Investments are subject to risk, including the loss of principal. Environmental, social, and governance (ESG) criteria are a set of non-financial principles and standards used to evaluate potential investments. The incorporation of ESG principles provides a qualitative assessment that can factor heavily into the security selection process. The investment’s socially responsible focus may limit the investment options available to the investor. Past performance is no guarantee of future results.

 
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