Financial Advisor | Norwell, MA

Who We Are

We are a team of fiercely independent advisors who are armed with resources and knowledge that will help propel you into a future of financial success.

How We Work

Our PLANNING FIRST approach means that your needs, goals, and future dreams are not only important - but are our number one planning priority.

What We Offer

We offer a comprehensive suite of financial planning and retirement strategies that are tailored to your unique needs.

Face Your Future with Confidence by Partnering with Arsenal Financial

You’ve worked too hard to not enjoy retirement. If you find yourself fearful or anxious about this phase of life, it’s important to know you aren’t alone. It’s also important to realize that there are steps you can take to ensure your financial security before and during your retirement.

Don’t spend your Golden Years uncertain and afraid of where your next paycheck will come from. Partner with Arsenal Financial today, and wake up tomorrow with the financial independence you and your family deserve.

Helpful Content

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.