Linnard Financial Management and Planning, Inc.
Linnard Financial Management & Planning is a Massachusetts, Fee-Only, financial planner and Registered Investment Advisor. David and Barbara Linnard help people envision the path to their chosen financial future, make well-informed investment decisions, and to improve the effectiveness of their current finances.
We recommend financial steps that can be taken to better prepare for, and enjoy retirement, based on each client's individual circumstances and goals. LFM&P provides comprehensive financial planning, analysis, and investment strategy in addition to continuing portfolio advice and management with a risk-conscious approach that is unique to each person.
LFM&P maintains a fiduciary relationship with all clients and takes it seriously. Your well-being is our sole consideration. Our mission is to satisfy you by providing objective, unbiased assistance. We never sell products, nor do we receive commissions or rebates from others. We are not affiliated with any other company.
David Linnard is a Certified Financial Planner(TM).