Alden Goldsmith Insurance Agency
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What is a Financial Planner?

A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.

Financial Products

Here are a few of the financial products we assist clients with:
  • Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits
  • IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
  • Life Insurance - Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivorship Life
  • Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
  • College Savings Plans - 529 Plans, Coverdell Education Savings Plans, UGMA and UTMA Custodial Accounts
  • Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.

You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.

Contact Us About
Financial Planning:

(781) 237-3063
192 Worcester Street
POB 81305
Wellesley, MA 02481
Click Here to Email Us
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Contact Us


Alden Goldsmith Insurance Agency
192 Worcester Street
POB 81305
Wellesley, MA 02481
(781) 237-3063
Click Here to Email Us

Location

Website by InsuranceSplash
  • Home
  • Quotes
    • Auto Quotes >
      • Auto Quote
      • ATV Insurance Quote
      • Classic Car Insurance Quote
      • Motorcycle Quote
      • Roadside Assistance Quote
      • RV Insurance Quote
    • Business Quotes >
      • Business Quote
      • Business Owners Package (BOP) Insurance Quote
      • Event Insurance Quote
      • Group Benefits Insurance Quote
      • Insurance Bonds Quote
      • Workers Compensation Quote
    • Health Quotes >
      • Long Term Care Insurance Quote
      • Medicare Supplement Coverage Quote
    • Life & Financial Quotes >
      • Life Quote
      • Disability Quote
      • Final Expense Insurance Quote
    • Property Quotes >
      • Condo Quote
      • Earthquake Insurance Quote
      • Flood Quote
      • Homeowner Quote
      • Landlords Insurance Quote
      • Renters Quote
    • Other Quotes >
      • Boatowner Quote
      • Umbrella Quote
      • Travel Quote
  • Service
    • Report a Claim
    • Make a Payment
    • Update Contact Info
    • Policy Changes
    • Proof of Insurance
    • Contact My Carrier
    • Online Documents
    • Free Consultation
  • Products
    • Motor Vehicles >
      • Auto Insurance
      • ATV Insurance
      • Classic Car Insurance
      • Motorcycle Insurance
      • Roadside Assistance
      • RV Insurance
    • Business >
      • Business Insurance
      • Business Owners Package (BOP) Insurance
      • Event Insurance
      • Group Benefits
      • Insurance Bonds
      • Workers Compensation
    • Health >
      • Long Term Care Insurance
      • Medicare Supplement Coverage
    • Life/Financial >
      • Life Insurance
      • Disability Insurance
      • Final Expense Insurance
      • Financial Planning
      • Umbrella Insurance
    • Property >
      • Home Insurance
      • Condo Insurance
      • Earthquake Insurance
      • Flood Insurance
      • Landlords Insurance
      • Renters Insurance
    • Other >
      • Boat Insurance
      • Travel Insurance
  • About
    • Insurance Carriers
    • Client Testimonials
    • Accessibility Statement
    • Refer a Friend
  • Contact