It Starts With You. Your Life. Your Plan. | TFC

It Starts With You. Your Life. Your Plan.

You deserve high-performing advice which:

Who are we

Advisory Starts With Your Goals and Needs.

Achievement
in Planning

•A life well-lived
•Reasonable risk

Protecting
Your Family

•Supported
•Advised
•Guided
•Legacy Preserved

Company Stock /
Venture Investment

•Liquidity Preserved
•Risk Reduced

•Feeling in Control
•Confident in the Future

Financial
Well-Being

•Peace of Mind
•Family Supported

MEET OUR TEAM

Kerri Allen

CFP®, Senior Client Advisor

Hilary Champagne

Financial Planning Associate

Brian Keri

Senior Trader

Michael Meehan

CPA/PFS, CFP®, Managing Director - Marketing, Senior Client Advisor & Shareholder

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260 Franklin Street, Suite 1888, Boston, MA 02110
Phone: 617-210-6700

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