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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Investment Management Strategies for Affluent Individuals, Families, and Business Owners

Welcome, I’m Marlean Komar, an independent financial professional offering comprehensive investment strategies and financial planning services to affluent families, executives, and business owners. My clients have worked hard to build their wealth and want to ensure it lasts.

Whether you’re preparing for retirement or looking for new investment opportunities, I understand the overwhelming financial decisions and uncertainties many people face. My goal is to help clients navigate the complexities of the financial markets by providing easy-to-understand education and objective guidance. As a result, I believe they can feel more confident in their decision making and pursue their vision of financial independence.

Working closely with my clients, I am dedicated to building long-lasting, generational relationships based on trust. Coordinating my work with their other professionals, such as CPAs and attorneys, I strive to develop a cohesive strategy that comprehensively addresses their biggest concerns, from tax mitigation to estate planning.

Based in Pembroke, Massachusetts, I work with clients throughout the East Coast and New England area, including Connecticut, Maryland, New Hampshire, Pennsylvania, and Rhode Island. Contact me today to schedule a complimentary consultation.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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How federal estate taxes work, plus estate management documents and tactics.

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Taking your Social Security benefits at the right time may help maximize your benefit.

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