one step at a time...

We offer advice across the spectrum: college planning, insurance coverage, tax impact of investment strategies, retirement plans and pension assets, estate planning, stock options, business investments, and private equity. 

In addition to our services, we interact with other seasoned professionals to meet our clients comprehensive financial needs. These professionals include CPA’s, Estate Planning Attorneys, Insurance and Real Estate professionals among others.

Financial Planning Process - Step Approach

There are often many moving parts to a comprehensive financial plan. The first and most important part of the process is an extensive gathering of all facts in each case. It is incumbent upon our clients to readily gather and share information with us to aid in that process. Upon construction of a plan, an equally crucial step is the implementation. Fernwood plays a vital role in coordinating with all of the specialists, communicating to our clients and making sure nothing gets overlooked during implementation.

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