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Financial Planning

The Revere Chamber of Commerce is pleased to offer our members free Financial Planning Guidance. We understand that running a business can be a complex, time-consuming feat, in itself. That's why we are glad to offer you our professional expertise in Financial Guidance and Planning. Whether you are a business owner or solo professional/entrepreneur, we can help you reach your goals and understand your options!

Financial Planning Services

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Professional and Business Planning

Whether you're a business owner or solo professional- you have goals. It's important to identify your goals and have a clear plan in place to reach them. Whether you need protection for yourself, your family, or your business we got you covered!


Here are some other key areas of planning we address:

  • Life Insurance

  • Investments

  • Liquidity: Cash flow objectives

  • Mortgage Protection

  • Tax Advantaged Strategies

  • Wealth Preservation and Management

  • Business Succession Planning

  • Retirement Planning

  • Income protection (Disability)

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Employee (Group & Voluntary) Benefits

The best way to attract and retain the best employees is by offering your employees benefits. By offering benefits to your employees, you are showing them that you care, and you are in it for the long haul. Also, many business owners are not aware that there are Voluntary benefits available to offer their employees, at no cost to the employer!

Group Benefits Offered:

  • Long- and Short-Term Disability

  • Health/Dental Insurance

  • Long term Care Insurance

  • Life Insurance

  • 401k

  • Retirement Planning


Retirement Planning

Accumulating the funds, you need to live off of for the rest of your life is very important! It takes decades for individuals to harness enough cash to support their Retirement. The truth is many people are living longer, and the biggest concern many pre-retirees face is whether or not they will run out of income! 

It's important to understand that Social Security is not always a guarantee or an option for everyone. Retirement planning is also a very misunderstood concept, and many people misunderstand how much money they really need to support themselves and their family upon Retirement. Retirement is a time to enjoy family and life. we want to make sure you have the right plan in place in preparation for such a big Life Event!

How To Get Started

If you are inquiring about Financial Guidance services, please email: to set up a free Financial Planning meeting.

Services are available in English and Spanish***

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