LRVS Advisory Group provides custom direction to grow and preserve your wealth. Our goal is to help clients make informed decisions and provide clarity and control. LRVS practices a proprietary Advanced Advisory Model, integrating all areas of financial planning: financial, personal, and professional. We offer a full range of investment and wealth management services, including working with professionals in the biotech, life sciences, and pharmaceutical sectors in the Greater Boston area.

Your Retirement Advisor is addressing the retirement literacy and preparedness problems facing many Americans today with a progressive and proprietary Retirement SolvedTM planning approach powered by technology, research and process. Combining education, guidance, analysis and strategy, the approach helps people answer their most pressing questions: When can I retire? Am I saving enough? Will my income last throughout retirement?

Allen Business Advisors specializes exclusively in helping owners of architectural, engineering, and land surveying firms complete successful internal and external ownership transitions. The firm provides a comprehensive, end-to-end advisory service that combines industry specialization, financial expertise, and a streamlined approach to succession planning. Services include confidential business valuations, strategic succession planning, and full transaction advisory for sales to key employees, partners, or outside third parties. ABA structures and arranges SBA-backed acquisition financing so sellers are paid at closing, and employees can acquire the company with as little as five to ten percent down. The firm prepares bank-ready packages, manages negotiations, coordinates due diligence, and works directly with lenders, attorneys, and accountants to ensure a smooth closing.

We provide a boutique personal touch and trusted financial guidance for personal and corporate clients. Our expertise, objective advice, and fiduciary protections mean you can trust us to do what's right for you.

Linnard Financial Management & Planning is a Massachusetts, Fee-Only, Financial Planner and Registered Investment Advisor. LFM&P was founded with the objective of providing clients with unbiased, objective financial advice and risk-conscious investment services, and has done just that since 2002. Located in Boxborough, MA, David and Barbara Linnard help people to envision the path to their chosen financial future, to make well-informed investment decisions, and to improve the effectiveness of their current finances. David Linnard is a Certified Financial Planner (TM) and a member of the National Association of Personal Financial Advisors, the leading organization for Fee-Only financial planning. LFM&P provides comprehensive financial planning, analysis, and investment strategy in addition to continuing portfolio management and advice with a risk-managed investing approach that is unique to each person. We recommend financial steps that can be taken to better prepare for and enjoy retirement, based on each client's individual circumstances and goals. LFM&P maintains a fiduciary relationship with all clients, and takes it seriously. Your well-being is our sole consideration. Our mission is to earn your confidence by providing objective, unbiased assistance. We never sell products, nor do we receive commissions or rebates from others. We are not affiliated with any other company.