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 strategies like 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

Nathan Richard

Nathan Richard

Financial Advisor

More about me...

Contact

nathan.m.richard@ampf.com

781.772.2454

Designations

CLTC®

Top Areas of Focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies

Education

Bridgeton Academy - Maine, University of Maine - BS Finance

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Mark Savastano

Mark Savastano

Financial Advisor

More about me...

Contact

mark.a.savastano@ampf.com

508.916.2627

Designations

CFP®, CRPC®, M Acc

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

M. Acc. - Master's in Accountancy, Financial Planning - Rhode Island College, B.S. in Finance - Rhode Island College

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Our Staff

Theresa Abrams

Theresa Abrams

Paraplanner
Client Relationship Specialist
More about me...

Contact

theresa.abrams@ampf.com

508.837.6443 Ext. 406

Tom Turon

Tom Turon

Paraplanner
Intern
More about me...

Contact

thomas.turon@ampf.com

508.837.6443 Ext. 405

Adam Tarczali

Adam Tarczali

Intern
More about me...

Contact

adam.tarczali@ampf.com

508.837.6443 Ext. 405