Access Financial Planning, LLC

Independent, fee only financial planning and investment management practice located in Newburyport, MA, serving clients locally and across the country. Specializing in tax efficient retirement income and distribution planning, equity compensation planning, and low cost investment management including socially responsible investing. CERTIFIED FINANCIAL PLANNER™ and IRS Enrolled Agent

I will do more than just manage assets for you. We will clarify your unique financial goals and identify the best path to meet them, looking at all the pieces of your life together.

I do not sell products or receive commissions, ever. I educate my clients on realistic options to reach their goals, implement the client’s choices, and monitor the client’s progress toward their goals while making adjustments along the way.

I take what feels overwhelming and I make it both meaningful and manageable for your life.

Find out more about Access Financial Planning, LLC HERE

Find out more about Tricia Rosen, CFP®, MBA, EA HERE

Read our FAQ about Access Financial Planning, LLC HERE

Book a no obligation call with Tricia HERE