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On the heels of our blizzard, I was warmly invited to speak to the attorneys at Dalton & Finegold LLP - a firm packed with real estate, business, and estate attorneys across the state. I highlighted what financial concepts to pay attention to on behalf of their clients, as high-achieving and high-net-worth individuals who own lots of real estate. And to bring the content alive, we walked through a case study featuring none other than new MA residents, Cardi B and Stefon Diggs, who just dropped $2.5M on a mansion in Easton! It can pay to have the right team. Let's run some strategy and see what's possible. #Who'sYourNeighbor #WealthStrategies #okurr
Game day prep starts early around here! Our client stopped by today rocking these AWESOME Patriots-themed nails - red, white, blue, stars, and our classic logo for good luck in Super Bowl LX! We're all about planning ahead... for game day AND your financial future. Who's ready for Sunday? Drop your prediction below! #SuperBowlLX #PatriotsNation #NailGoals #GameDayReady #WealthManagementWithStyle #FridayFeels
We're excited to officially welcome Curtis Rafter to the team as our newest Senior Financial Associate. Curtis brings more than 10 years of experience in stock options and advanced planning. He was drawn to our shared mission of creating real, positive impact in our clients' lives, and we're thrilled he chose to bring his talents here. Curtis holds the CFP®️ designation. He'll be working alongside Nora to deliver wealth planning strategies, help manage tax considerations, and help ensure our clients' investments are aligned with how they actually want to live. He'll also work closely with business owners who are eyeing a potentially life-changing sale of their business, helping them think through the big decisions before anything is signed. Welcome to the team, Curtis. We're lucky to have you. #GoodPeopleGoodPlanning #TeamAnnouncement #ClientFirst