STRATEGY

Creating a Plan: Your goals are what drives the plan. Once we have a clear understanding of your needs we’ll formulate a strategy that meets your investment objectives. And our role goes far beyond that. Whether it’s helping you establish good governance practices, working to develop estate and tax planning needs, analyzing cash flows, or getting you ready for retirement, our team is dedicated to helping you understand the plan at a level that you can comprehend. 

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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.