If this is your first time coming into significant wealth you'll need a knowledgable financial advisor to help you with the many moving parts. Perhaps you were left investment accounts, retirement assets, insurance proceeds, real estate, fine art, or other assets. You do not want to try to figure things out on your own. If your predecessor had an estate plan things will need to be done one way, if not, things will need to be handled a completely different way. We do not bill you hourly like attorneys and accountants do, so let us help you figure out a plan of attack on our dime not yours.   

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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.