Have you ever wondered what a “Fiduciary” is?
This week, join Alyssa McNamara Reed, CFP® and Kirk B. Reed, CFP® as they discuss what a Fiduciary is, and why it’s in your best interests to work with one when planning your financial future.
Alyssa McNamara Reed is a financial planner with passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees.
Kirk Reed is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees.
McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
