To better serve their clients, Certified Financial Planner Practitioners™ (CFP®) Natick resident Lyman Jackson, and Rick Fingerman have announced the merger of their practices to form Financial Planning Solutions (FPS), LLC, a fee-based financial planning firm. These highly experienced professionals each bring 25 years of financial planning and investment knowledge to the newly formed Newton, Mass.-based firm.
“Having a qualified advisor with this level of expertise, experience, and ethics as a partner has always been a goal of mine,” said Fingerman. “Our company was formed to improve and expand the quality of services that we provide our clients.”
“We work with upper-middle income professionals who are very busy and need objective advice that simplifies their lives,” said Jackson. “These families are often facing multiple financial demands such as saving for college, caring for aging parents and saving for retirement. None of these are simple situations. Our combined firm now has additional resources to help our clients achieve their life goals.”
Financial Planning Solutions, LLC is an independent Registered Investment Advisor that helps its clients with retirement planning, minimizing taxes, protecting assets, and navigating divorce. FPS’s greatest strength is its unwavering passion to help clients meet their financial goals.
Fingerman, CFP®, CDFA™, an Arlington resident, has been helping clients make more intelligent decisions with their money since 1989. He enjoys spending time with his family and doing stand-up comedy.
Jackson, CFP®, AIF®, a Natick resident, worked for several well-known investment firms before starting his own independent financial planning practice in 2006.He is a father of three. When he is not at work he can be found on the ball fields or at Cub/Boy Scout outings.
For more information, contact Fingerman or Jackson at 617-630-4978 or Rick@PlanWithFPS.com or Lyman@PlanWithFPS.com.