Where Can You Find Personalize Financial Advice In The Boston, MA Area?
Managing wealth, keeping up with investments, and other types of financial planning can feel overwhelming. No matter how necessary the processes of wealth management and financial planning are, keeping up with the facts, figures, and all the other important details on your own can seem impossible. The good news is you don’t have to do it all on your own. If you live in or near Boston, Massachusetts, you don’t have to look far for personalized financial advice.
Hi, I’m Dr. Penelope Tzougros. Through my business, Wealthy Choices®, I offer a wide range of financial planning services. M goal is to offer personalized, professional advice to those seeking to manage their wealth, grow their wealth, and plan for the future.
What Services Are Offered At Wealthy Choices®?
Here are just a few of the services I offer through Wealthy Choices®.
Wealth Management For Women
Women in the Boston area – if you want to make sure your plans for wealth management align with your personal value, then I am here to help. Through my Wealth Management for Women services, we’ll consider not only the facts and figures in your bank account but also the ethics and practices of the businesses you’re considering investing in. Call to learn more about how Wealth Management for Women through Wealthy Choices® works.
Retirement Planning
Retirement may seem like a long way off, or it may seem like it’s coming toward you at light speed. It’s never too early to being retirement planning. As your retirement planner, I’ll help you consider all the factors that are part of retirement planning – such as how much you’ll need to save, where you’ll live during retirement, and more. Try Retirement Planning services with Wealthy Choices® today!
Estate Planning
Everyone wants to make sure that when they’re gone, they leave something behind for their family and their loved ones. It may not be pleasant to dwell on this subject, but it is an inevitability that cannot be avoided. Don’t delay planning for your future – call to learn more about my Estate Planning services today.
Dr. Penelope Tzougros Helps You Prepare For Retirement And More
Wouldn’t it be nice to rely on professional financial advice as you prepare for retirement? Do you want professional advice to help you manage your wealth? I’m Dr. Penelope Tzougros, and I’m ready to offer the personalized advice you seek. I use my experiences as an author, a speaker, a financial consultant, and a Professor to help you prepare for the future – whether that means retirement planning, estate planning, investment management, etc. Making financial plans can feel scary, confusing, or overwhelming – but it doesn’t have to be. Contact me today to learn about how Wealthy Choices® can help you!