Financial Planning Solutions, LLC - Auburndale, Massachusetts

Nancy C.

My family has moved all over the world for my work as an international development worker. Our small family of three holds four nationalities among us - as exciting as that sounds, it also involves a considerable amount of strategizing for all manner of housing, taxation and university choices. In the recognition that we consistently have financial questions and situations that are beyond what most run-of-the-mill financial planning firms are prepared to assist with, we struggled in finding a right fit in financial planners for our needs.

Enter Rick Fingerman and his team who have been lifesavers on a consistent basis. Gone are the sleepless nights where I wondered how to find the answer for a legal, financial, tax or strategy question across various countries. I now have Rick and Andrew who consistently and patiently talk us through sooo many issues that expat families and/or female entrepreneurs face. We are ever so grateful for finding this dynamic team who are problem-solvers and help us to see issues from all angles. They helped us streamline our investments, give guidance on retirement options across a range of possible countries, counsel us on tax issues in the different countries where we have lived and are our consistent go-to with questions that arise. This firm is amazing - so grateful that we found them!

K W.

I reached out to Mr. Jackson from Financial Planning solutions, LLC with a few questions regarding my retirement accounts and I heard back from him within a couple of hours which was super fast! He helped explain all of my options to me, which made making my decision so much easier, and I am now more confident going forward. I truly appreciate Mr. Jackson taking the time to talk with me, and I highly recommend reaching out to him or the other associates at Financial Planning Solutions LLC for your financial planning needs!