The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Matt Clifford

Matt Clifford

Financial Advisor

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Top Areas of Focus

  • Family Finances
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

Merrimack College, Bachelors degree in Finance, North Andover, MA

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Tom Curran

Tom Curran

Financial Advisor

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Designations

JD, CLU®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Education

Villanova University - BA - Economics, Webster University - MA - Business, Suffolk University Law School - Juris Doctorate, The American College - Chartered Life Underwriter
CA Insurance #0822072

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