North Light Financial Services Information

We are a leading independent financial planning and financial services firm located in Plymouth, MA. We can help answer questions you have about your financial future, such as: - How much money will I need in order to retire? - Will I be able to retire early? - How can I get the most out of my 401(k)? - Should I have a traditional IRA or Roth IRA? - How can I maximize the return on my investments while reducing risk? - How can I “inflation-proof” my investment income? - How can I provide for my children’s or grandchildren’s college education? - Do I need long-term care insurance? Disability insurance? - How can I ensure that my children receive as much as possible from my estate? - What do I need to know about wills, trusts and probate? Our comprehensive approach includes an assessment of your complete financial picture and a customized financial plan to help you achieve your goals and dreams for long-term investment growth and stability. Our on-going service includes periodic review and oversight of your plan in the face of a constantly changing world. See us by appointment. Visit us at www.northlightfinancialservices.com. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and North Light Financial Services are not affiliated. Cambridge does not offer tax advice.