North Light Financial Services

We are a leading independent financial planning and financial services firm located in Plymouth, MA. We can help answer questions you have about your financial future, such as- How much money will I need in order to retire- Will I be able to retire early- How can I get the most out of my 401(k)- Should I have a traditional IRA or Roth IRA- How can I maximize the return on my investments while reducing risk- How can I “inflation-proof” my investment income- How can I provide for my children’s or grandchildren’s college education- Do I need long-term care insurance? Disability insurance- How can I ensure that my children receive as much as possible from my estate- What do I need to know about wills, trusts and probate? Our comprehensive approach includes an assessment of your complete financial picture and a customized financial plan to help you achieve your goals and dreams for long-term investment growth and stability. Our on-going service includes periodic review and oversight of your plan in the face of a constantly changing world. See us by appointment. Visit us at Registered Representative, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and North Light Financial Services are not affiliated. Cambridge does not offer tax advice.