^{Starting and Raising a Family}Funding Your Family's Future Without Losing Sight of Your Own

Raising a family brings new costs and new priorities. We help you plan for your children's future — without derailing your own.

How We Helped Families Balance College Savings and Retirement

"We were Greg's first clients, and are grateful that he and Rob met 29 years ago. Greg was selling a used refrigerator, and we needed one for our first real estate property. With Greg's help, we've grown our financial portfolio, provided for ourselves and our two children, and successfully navigated financial uncertainty while making the best decisions for our family. With Greg and Anna's support, we've also ensured a comfortable future with our retirement, and eliminated debt along the way. We'd recommend Greg to anyone looking to secure a better financial future for themselves and their family."
— Rob& Terri L.

"I met Greg through a peer early in my career, when I was married with very young daughters. My husband had his own small business, I was starting to earn bonuses in stock, and my company had a 401K match and other programs I wasn't sure about — not to mention my lack of confidence doing taxes for my husband, his business, and myself. Greg helped me make the most of my salary and figure out what and where to invest, including saving for my daughters' education — which really helped when they attended college.”
— Linda R.

Client Testimonials

Understanding Your Estate

Free Guide - Understanding Your Estate

A guide to critical elements worth considering when creating an estate strategy

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Additional Resources

More Ways to Get Informed

● Will Power

● Assess Life Insurance Needs

● Introducing the 530A Accounts

● When Heirs are Imperfect

● Getting a Head Start on College Savings

● What Can You Buy With 529 Distributions?

● What If Your Kids Decide Against College?

● Does Your Child Need to File an Income Tax Return?

● Follow Cambridge Cape Cod Advisors on social for ongoing insight

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^{AS YOUr family grows}The Decisions in Front of You

Growing a family brings a lot of new costs at once. Here's what's worth planning for deliberately, rather than as it comes:

● Childcare cost and budgeting considerations

● 529 plan and education savings vehicle considerations

● Beneficiary, will, and guardianship designation updates

● Life and disability insurance coverage review

● Balancing college savings and retirement contribution priorities

These are general considerations — specific ages, thresholds, and deadlines change over time and can vary by situation. We'll walk through exactly what applies to you.

^{our commitment to you}Guided by What Matters Most

Strategies built around you. Values you can count on.

We create strategies tailored to your specific needs and goals. Years of experience have prepared us to guide you through life's transitions, and we do it with trust, honesty, and integrity. We believe values matter, and we live ours every day.

Let's build a plan that provides for your kids and protects your own future.

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^{Contact Us}Let's Start With
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A 15-minute call is the best place to start.

Fifteen minutes is enough to know whether we are the right fit. Reach out and we will find a time.

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Starting and Raising a FamilyFunding Your Family's Future Without Losing Sight of Your Own