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20 Cabot Blvd. STE 300, 02048
About Karen Melo Ticas, CFP, RICP - Advisor with Planning for Good
Specializing in financial planning for busy professionals and the LGBTQ community.
Description
Financial Planning and Wealth Management

While we serve a diverse population, our practice specializes in retirement planning for busy professionals and the LGBTQ community.

If you want the confidence that comes from having a financial strategy and a partner by your side, take advantage of our simple process:

Engage with a CFP® professional that has a fiduciary duty to put your needs first
Gain a better understanding of how to protect your income, assets and choices
Compare options for saving in volatile markets while avoiding common mistakes
Have control over what you are paying in fees and taxes
Additionally, we make things easy by consolidating and organizing all your financial information. When something comes up, we'll be ready!

Finance in Mansfield, United States

Financial Planning 1 Investing Service 1

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