Aggregate Financial Group
an assemblage of particulars
Holistic financial services firm specializing in employer and individual financial planning, education, and wealth management.
About
Aggregate Financial Group is a holistic financial services firm specializing in working with employers and individuals. Our mission is to help create efficiencies and broaden your financial literacy to instill confidence in your financial picture.
We provide fee-based financial planning, asset management, and product-based solutions, partnering with other advisors as needed. Our services include personalized financial plans, ongoing cash flow management, tax reduction strategies, legacy planning, estate planning, early retirement planning, risk management, and ownership/beneficiary strategies. We also offer the PlanWell™ employee financial education curriculum, which includes workshops on retirement planning, budgeting, investing, business planning, insuring, and advanced topics. Our team includes experienced financial advisors and support staff, backed by Baystate Financial, a large New England-based firm with a broad range of services and community involvement.
Services
Fee-based Financial Planning
A comprehensive financial plan addressing personal, professional, and financial goals, potentially consulting with other advisors.
Asset Management
Customized portfolio management using asset allocation strategies to manage market risk and provide disciplined investing.
Product-based / Transactional Relationship
Purchase of financial instruments to address relatively simple needs, including various investment and insurance products.
PlanWell™ Employee Financial Education
Curriculum offering three paths to employee financial well-being, including signature series, milestone series, and topic-based workshops.
