boston partners financial group llc

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2 boston partners financial group llc III

3 1 boston partners financial group llc about boston partners What sets us apart from other financial service firms is the support and collaboration of our associates in bringing creative and forward-thinking techniques together to provide the most innovative financial solutions for our clients. We want our clients to feel the service we provide is as unique as they are. Boston Partners Financial Group is a New England-based organization with strong Boston roots and branch offices in several states throughout the country. At Boston Partners, our focus is to assist individuals, families and business owners in realizing their financial goals. We are committed to providing the highest quality financial advice and service through client relationships built on knowledge, experience and trust. Our associates have expertise and experience in many disciplines which helps us ensure that we meet our clients needs effectively. We have a commitment to technology and service which enables constant innovation in conducting business and in ensuring that a dedicated and knowledgeable service structure is available to support our clients needs. Our Strategic Partnerships Boston Partners is an independent firm affiliated with the John Hancock Financial Network. We also have strong alliances with some of the most respected financial institutions in the marketplace which affords us diversity in the products we can offer and allows us to create customized financial strategies for each client. Together with our strategic partnerships, we can achieve our mission to provide quality financial guidance, to build relationships on trust, and to develop innovative solutions that help achieve our client s dreams.

4 boston partners financial group llc 2 are you prepared for life s stages? THE WORLD TOday DOESN T LOOK the Same AS it did yesterday, and TOMORROW PROMISES MORE change. Starting a Family Saving for Your Child s Education Maximizing Your Investments in Retirement Making Your Assets Last Managing Your Estate Protecting against Disability Leaving a Legacy Whether you have a growing family, a thriving business, or are nearing retirement, you have a lot to be proud of. Boston Partners wants to help you prepare for those life stages and to be there along the way for when change occurs. We want to help make your financial dreams a reality. To do this, we work with you to address financial goals and concerns and help protect what you have worked so hard to achieve. Our Advisors can suggest diverse and innovative wealth management and protection solutions to meet your needs at every stage of life. Whether you are looking to accumulate assets for your future, a child s education, or need strategies to help make your retirement funds last, your Boston Partners Financial Professional is there to help.

5 Go confidently 3 boston partners financial group llc in the direction of your dreams. Live the life you have imagined. Henry David Thoreau

6 Focus on the boston partners financial group llc journey, not 4 the destination. Joy is found not in finishing an activity but in doing it. Greg Anderson

7 5 boston partners financial group llc our solutions, strategies and service A successful wealth management strategy is one that provides for you and your family today and preserves what you have accumulated for future generations. Personal Financial Solutions A financial strategy must be comprehensive, that s why we work with your attorney, trustee, accountant, and other professionals to create a customized solution that considers all your wealth management needs. Depending on your stage of life and types of concerns, your Boston Partners Financial Professional will help you find the appropriate solutions to issues like funding for retirement or education, protecting your assets and your family, and organizing your estate. benefits, provide the tools to attract and retain employees, and create ownership succession strategies. These solutions can help you build your business and transfer wealth to future generations. Once your customized strategy is in place, we continue to support you by conducting regular reviews to ensure that the plan is on track. Our Service Above all else, our commitment to superior client service is of the utmost importance and the foundation to a successful relationship with you, Our Client. Business Strategies Working closely with you and your legal and tax advisors, we can help you reach your business and estate planning goals with solutions that will maximize your personal

8 boston partners financial group llc 6 our process Through a four-step process, we consider your needs and goals as well as a variety of financial information to create a customized wealth management strategy. Step 1: consultation First, we simply get to know you and your unique financial situation, goals and needs. Step 2: Analysis Our Associates conduct a thorough analysis of your current financial picture. In order to offer you a truly comprehensive service, we leverage professionals who specialize in the areas of law, accounting, business valuation, and organizational development. This allows us to find answers that are both effective and meaningful to you. Step 3: Customized Solutions We understand that each person and each business is unique. Your customized financial strategy will address the challenges that are most important to the success of your financial future. Step 4: monitor & Review Our relationship doesn t end with the implementation of your wealth management strategy. At Boston Partners, we are committed to meeting with you on an ongoing basis. This is essential in order to monitor evolving needs and goals. We pride ourselves on this commitment.

9 There are two 7 things boston partners financial group llc to aim at in life; first to get what you want, and after that to enjoy it. Only the wisest of mankind has achieved the second. Logan Pearsall Smith

10 boston partners financial group llc 8 investment and protection solutions PROTECTION Universal Life Insurance Variable Life Insurance Term Insurance Long Term Care Insurance Disability Insurance INVESTMENTS Stocks Bonds Mutual Funds R EITs Alternative Investments ADVISORY PROgramS* Mutual Fund Wrap Programs Separate Account Programs Unified Managed Accounts Fee-Based Financial and Estate Planning RETIREMENT Planning Annuities Investments IRAs 401(k) Plans 403(b) Plans COLLEGE funding 529 Plans Investments Life Insurance BUSINESS Planning Corporate-Owned Life Insurance Bank-Owned Life Insurance Qualified Plans Executive Compensation Plans ESTATE PLANNING Insurance Trusts Survivorship Life Insurance Charitable Giving Strategies * Signator Investors, Inc. provides fee-based advisory accounts and fee-based financial planning and only qualified representatives enrolled in the Signator Investors, Inc. Corporate Registered Investment Advisor Program may offer these advisory products and services. Registered Representative/Securities and investment advisory services offered through Signator Investors, Inc, Member FINRA, SIPC, a Registered Investment Advisor, offering John Hancock Insurance Products. Boston Partners Financial Group, LLC is independent of Signator Investors, Inc. and John Hancock. Boston Partners 138 River Road, Suite 310, Andover MA01810 (978) #

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12 Boston Partners Financial Group, LLC 138 River Road, Suite 310 Andover, MA Phone: