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financial planning

Workshop explores elder care law, financial, housing and lifestyle solutions.

Critical questions for seniors and their families will be addressed at a free workshop set for Thursday, January 10, 6 p.m. and Thursday, January 24, 3 p.m. in the 3rd Floor Conference, 100 Grandview Road, Braintree, MA 02184 (next to the AMC Cinema and directly across from South Shore Plaza).  

There is ample and free parking next to the office building. Complimentary light refreshments will be served.

Many seniors and their families are uncertain about their legal, financial, housing and lifestyle situations. Elder law Attorney Patrick J. Kelleher of Elder Law Care Center based in Hanover and George Downey of Harbor Mortgage Solutions with office in Braintree will lead the discussion.

Topics to be addressed will include What is estate planning?  Can you avoid losing your home and savings if you go into a nursing home?  Trusts – what they are and why you may need one.  Housing wealth – how you can use your home to stay at home and increase financial security.

Seating is limited to 30. RSVPs are required. Go to https://goo.gl/xBXFwi. Or email Ashley@elderlawcare.com or call 781-871-7526.

 

 

Workshop explores elder care law, financial, housing and lifestyle solutions.Read More

Women & Investing – Free panel discussion to be held at the Plymouth Chamber of Commerce on May 5th

Women & Investing – Free panel discussion to be held at the Plymouth Chamber of Commerce on May 5thRead More

How do you protect your nest egg? Free panel discussion at the John Curtis Library Hanover

Some jest – “When did my 401K turn into a 201K?”   But market volatility and your nest egg is no laughing matter.

Recent and drastic shifts in China’s economy as well as concerns over plummeting oil prices and ongoing turmoil in the Middle East have investors worried about their financial future – from college funding to retirement planning.

A panel discussion entitled “Market volatility – how do you protect your nest egg?” will address that topic.  The free presentation will include seasoned, regional financial experts including Betsy Vallone of Essential Asset Management based in Norwell, MA; Bob Leonard of Rodman CPAs located in Waltham, MA; and Attorney James Tierney, Law Offices situated in Duxbury, MA.

The discussion, including time for questions and answers, will be held February 24, 6 p.m. – 7:30 p.m. at John Curtis Library, 534 Hanover Street (Route 139), Hanover, MA 02339.  Light refreshments will be served.  To RSVP, please call (781) 569-4914 or email betsy.vallone@essential-am.net.

Families, small business owners, people in transition and those in retirement who are generating income are encourage to attend and learn strategies to protect their financial future.

Topics will include an outline of safer investment options, simple measurement tools to keep investments on track, alternatives to traditional investing and strategies for paying yourself first.

The panel discussion is sponsored by Essential Asset Management (EAM) of Norwell, MA. The firm was founded in 2011 and provides a full array of planning and investment related services to meet clients’ specific needs and goals. From portfolio management and retirement planning, to estate planning and tax efficient investing, the firm’s investment advisors work closely with clients, engaging and encouraging ongoing feedback, in the creation of a holistic financial plan. Steve Daglio and Betsy Vallone are co-owners, principals, and partners of the fee-based investment advisory firm serving families and individuals throughout the South Shore. The husband and wife team have a combined 26 years of experience working in financial services, providing investment strategies for individuals, small businesses, institutions, and even other financial advisors.

Essential Asset Management, LLC is located at 167 Washington Street, Norwell, MA 02061. For more information, visit www.essentialassetmanagement.net.

 

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Investment Advisor Betsy Vallone Joins Norwell, MA Financial Services Firm

Betsy Vallone
Betsy Vallone

Betsy Vallone, Investment Advisor and Certified Financial Education Instructor (CFEI), joins her husband, Steve Daglio, at their financial services firm, Essential Asset Management (EAM) in Norwell, MA.

Ms. Vallone, a Norwell resident and co-owner and principal of EAM, is returning from maternity leave to take an active role in the firm as an Investment Advisor and educator. Ms. Vallone will provide clients with tailored financial advice and services based on their specific goals, concerns, and requirements. She will also lead financial education workshops that are focused on women and investing, which will cover the fundamentals in financial planning and more.

“Essentially, we help local families achieve financial security for their retirement years. We also provide specialized advice and services to women and others who are impacted by sudden wealth or other significant life-changes such as divorce, a new job or a new baby,” explained Ms. Vallone.

A seasoned Investment Advisor with nearly a decade of experience, Ms. Vallone holds Series 65 and Life, Accident and Health insurance licenses and has certification as a financial education instructor from the National Financial Educators Council. She received a Bachelor of Arts in Economics from Fairfield University in Connecticut and has continued graduate studies at Bentley University. She is currently a Certified Financial Planner (CFP) candidate and will sit for the CFP exam in July 2016.

Ms. Vallone’s vast experience includes serving as a Financial Planning Consultant at Fidelity Investments and as a Retirement Consultant at TIAA-CREF, to working in high tech at Oracle and Hubspot before leaving the corporate world to run her own successful dog training business.

She is a member of the South Shore Women’s Business Network.

To learn more about EAM or to schedule a consultation with the husband and wife financial services team, visit  www.essentialassetmanagement.net.

About the Firm

Founded in 2011, Essential Asset Management (EAM) provides a full array of planning and investment related services to meet clients’ specific needs and goals. From portfolio management and retirement planning, to estate planning and tax efficient investing, the firm’s investment advisors work closely with clients, engaging and encouraging ongoing feedback, in the creation of a holistic financial plan. Steve Daglio and Betsy Vallone are co-owners, principals, and partners of the fee-based investment advisory firm serving families and individuals throughout the South Shore. The husband and wife team have a combined 26 years of experience working in financial services, providing investment strategies for individuals, small businesses, institutions, and even other financial advisors.

Essential Asset Management, LLC is located at 167 Washington Street, Norwell, MA 02061. For more information, visit  www.essentialassetmanagement.net.

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Investment Advisory Services offered through Bay Colony Advisors, a Registered Investment Advisor. Clearing, custody or other brokerage services provided by Fidelity Brokerage Services, LLC. Members NYSE, SIPC.  Office of supervision: 91 Main Street Suite 308 Concord, MA 01742. Phone 978-369-7200. Steven Daglio and Betsy Vallone are Investment Advisor Representatives of Bay Colony Advisors.  Advisory Services offered to residents of: Connecticut, Florida, North Carolina and Massachusetts. Bay Colony Advisors and Essential Asset Management, LLC are not affiliated.

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Powder Point Wealth Management Opens Doors in Pembroke

Michael Damon, CPA, Financial Advisor
Michael Damon, CPA, Financial Advisor

Powder Point Wealth Management, LLC, a new financial services practice serving the greater South Shore area, has opened its doors at 300 Oak Street, Suite 220 in Pembroke, MA.

Michael Damon, who is a Certified Public Accountant, Financial Advisor and Registered Representative (Series 7 and 63), is the founder of the new practice. Damon has been providing financial planning services for over a decade and increased demand for his expertise led to the launch of Powder Point Wealth Management. Damon intends to expand his financial planning team and provide wealth advisory services that include wealth preservation and growth as well as college, retirement and estate planning through the use of investments, insurance and annuities.

Damon is also the founder and a principal of Damon & Associates, Inc., a leading accounting and tax practice with a staff of seven in Pembroke, MA. For more than three decades, Damon and his team of CPAs have been catering to businesses and individuals throughout Massachusetts. With the launch of Powder Point Wealth Management, Damon and his financial advisors will be able to bridge the gap and go beyond accounting and tax planning to offer financial planning strategies for continued prosperity to current and new clients on a larger scale.

“Powder Point Wealth Management offers personalized and comprehensive financial planning consulting services to individuals, families and businesses. We do not require a minimum investment. Our goal is to help clients better position themselves for the future and accomplish their financial goals,” explained Damon.

About Michael Damon, CPA

In addition to being a Registered Representative and the founder of Powder Point Wealth Management, Michael Damon, CPA, Financial Advisor is the founder and a principal of Damon & Associates, Inc. He is a CPA registered in Massachusetts and a member of the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants (MSCPA).  Damon holds a Bachelor of Science in Business Administration from Northeastern University.

As a frequent speaker to Massachusetts business and trade groups, Damon has been a guest speaker for the Mass Business Resource Network (MBRN), South Shore and Plymouth County Board of Realtors and the American Tamil Medical Association. In addition, Damon is a guest host on Talk Real Estate with Sharon McNamara on Saturday mornings on WATD 95.9 FM.

Powder Point Wealth Management LLC, a financial services specialty practice serving the greater South Shore area, is located at 300 Oak Street, Suite 220 in Pembroke, MA.  For more information, contact (781) 924-5684.

Advisory services offered through Capital Analysts, Inc. or Lincoln Investment, Registered Investment Advisors. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Powder Point Wealth Management, LLC, Damon Associates, Inc and the above firms are independent, non-affiliated entities. CPA services are not offered through, nor supervised by, Lincoln Investment.

 

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Mark J. Diodati, CPA Joins Damon, Topham & Company of Marshfield

Damon, Topham & Company, LLC of Marshfield, a full service multi-disciplined firm of Certified Public Accountants, providing accounting, taxation, business development and financial services, has recently appointed Mark James Diodati, CPA as Senior Accountant.

In his new role as Senior Accountant, Mr. Diodati will prepare individual and corporate tax returns and non-profit informational returns. He will also perform compilations, reviews and audits; respond to tax notices and offer general tax, financial, and accounting advice.

Previous to joining Damon, Topham & Company, Mr. Diodati held a position at a local firm as a Senior Accountant. Previous to that, he held a position of staff accountant at another local firm.

Mr. Diodati is a graduate of Thayer Academy High School in Braintree. He holds a Bachelor of Science in Accounting and Finance as well as a Master of Science in Accounting from Northeastern University in Boston. He is a Massachusetts Certified Public Accountant and a member of the MSCPA.

He is a native and resident of Weymouth.

About Damon, Topham & Company

Damon, Topham & Company, LLC, Certified Public Accountants and Business Development Advisor, has twice been named as one of the Boston Business Journal’s “Top 50 Accounting Firms.”

Utilize the “Damon, Topham Advantage” – go beyond the traditional services of auditing, accounting and taxation.  Damon, Topham & Company provides business valuation, estate, individual and corporate tax planning and savings, financial planning, consulting and financing solutions for you, your business and your family.  A full service multi-disciplined firm, Damon, Topham & Company has been serving the South Shore for over 20 years.

Damon, Topham & Company, LLC offices are located at 475 School Street, Suite 8 in Marshfield and at 21 Custom House Street, Suite 910 in Boston.

For more information contact (781) 837-1993 or visit the company’s website at www.damtopcpa.com.

Mark J. Diodati, CPA Joins Damon, Topham & Company of MarshfieldRead More

ARC of Greater Plymouth to hold Children’s Holiday Party on December 17th

The ARC of Greater Plymouth will hold a Children’s Holiday Party on Thursday, December 17, 2009 at 6 p.m. at Courtney’s Food & Spirits located at 915 Ocean Street (Route 139) in Marshfield.

Children who are 12 years and younger and their families are invited to enjoy a festive night of holiday cheer and delicious food. Entertainment will include a magic show, Santa, Mrs. Claus and Frosty the Snowman.

The event is sponsored by Damon, Topham & Company, LLC of Marshfield, Courtney’s Food & Spirits of Marshfield and the ARC of Greater Plymouth which is a family support and respite program.

Reservations are required. RSVP by December 9th to Martha Brockway, ARC at 508-732-9292 ext. 11 or email MarthaB@thearcofgp.com.

Founded in 1966, the ARC of Greater Plymouth is a private, non-profit membership organization for people with mental retardation and related developmental disabilities and their families. The organization serves Carver, Duxbury, Halifax, Hanover, Hanson, Kingston, Marshfield, Pembroke, Plympton and Plymouth. For more information, visit their website at www.thearcofgp.com or contact 508-732-9292.

About Damon, Topham & Company

Damon, Topham & Company, LLC, Certified Public Accountants and Business Development Advisors, has twice been named as one of the Boston Business Journal’s “Top 50 Accounting Firms”.

Utilize the “Damon, Topham Advantage”- go beyond the traditional services of auditing, accounting and taxation. Damon, Topham & Company provides business valuation, estate, individual and corporate tax planning and savings, financial planning, consulting and financing solutions for you, your business and your family. A full service multi disciplined firm, Damon, Topham & Company has been serving the South Shore for over 20 years.

Damon, Topham & Company, LLC offices are located at 475 School St., Suite 8 in Marshfield and at 21 Custom House Street, Suite 910 in Boston.

For more information contact (781) 837-1993 or visit the company’s website http://www.damtopcpa.com.

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