INVESTING.

GROWING.

PROTECTING.

FINANCIAL PLANNING WHERE YOUR INTERESTS COME FIRST

SIGN UP AND LEARN MORE

FEATURED ON

OUR MISSION

To protect and grow our clients’ assets by putting their interests first and advising them on anything that touches their financial lives.

OUR PROCESS

INVESTING. PROTECTING. GROWING

At Litchfield Financial, we believe in providing you with a world-class experience. That’s why we have a tailored process each step of the way, from discovery and strategy to implementation and monitoring, to ensure you’re comfortable with the approach. From the outset of the relationship, we take the time to truly understand your needs through active listening. You will hear from your investment team directly and often. And we treat your assets as if they were our own.

DISCOVERY

UNDERSTAND YOUR UNIQUE GOALS AND OBJECTIVES

STRATEGY

DEVELOP CUSTOM COMPREHENSIVE SOLUTIONS

IMPLEMENTATION

IMPLEMENT PLAN HOLISTICALLY WORKING WITH YOUR OTHER PROFESSIONAL ADVISORS

MONITORING

MONITOR YOUR PLAN & REVIEW REGULARLY

WHERE WE ADD VALUE

DIVORCE

This life event forces you to deal with both financial and non-financial matters. Given your time constraints, our divorce planning specialists will help you manage the investment portfolio so that you can devote your time to other important matters. We’ll work diligently seeking to get you the best financial settlement possible.

INHERITANCE

 For some clients this may be your first time coming into significant assets. Many questions come along with inheriting wealth. We’ll work with you to create an investment portfolio and overall financial plan that fits your objectives. 

 

MANAGEMENT AND MONITORING

You want to know that your money, accounts, and overall assets are protected. We monitor all your accounts that are under our care on a daily basis. We provide proactive communication with you throughout the year including quarterly meetings, newsletters, and being here for you when you need us. 

 

LIQUIDITY EVENTS

Litchfield Financial has a wealth of experience in helping clients through liquidity events. Whether you’re selling restricted stock, stock options, or have other liquidity, we’ll help you manage your concentrated position, diversify your portfolio, manage tax exposure and devise a new long-term plan for your investment portfolio to match your stated objectives.

RETIREMENT

You’ve spent your entire life working hard to create a nest egg. But you’re not sure if it’s enough. At Litchfield Financial we work with you to ensure that your investments are aligned with your long-term needs. Our retirement planning experts will help you devise a portfolio that fits your retirement objectives.

SELLING A BUSINESS

After pouring your heart and soul into building a business we understand the challenges you face when selling a business. Our team has the resources to help you figure out an exit strategy and what to do with your proceeds once they become liquid.

CONTACT US

HAVE A QUESTION?

CHECK US OUT

sec_nasaa_joint_logo-ad84e6ba (1).png

SOCIALS

Claro Advisors, LLC DBA Litchfield Financial, LLC

100 High Street, Suite 950, Boston, MA, 02110, USA

paul@litchfieldfinancialgroup.com 

Office: 617-863-2147

Mobile: 781-552-9475

Disclosure: Litchfield Financial, LLC provides investment advisory services through Claro Advisors, LLC (“Claro”) a registered investment advisor. Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice.