Joseph Boughan (CFP®)

Planning Specialties

Our firm specializes in helping corporate professionals make thoughtful financial decisions throughout their careers. We frequently work with mid-career employees who are balancing competing priorities—maximizing retirement savings and employer benefits, managing equity compensation, purchasing a home or second home, and maintaining a lifestyle they enjoy. Our planning helps clients understand how these decisions fit together and how to use their compensation and benefits as effectively as possible.

We also work extensively with individuals approaching retirement and those already retired. As retirement gets closer, decisions around taxes, portfolio structure, Social Security, retirement income, and withdrawals become increasingly important. We help clients navigate this transition with a coordinated planning framework designed to make the most of their accumulated savings while supporting a sustainable retirement lifestyle.

Based in the Boston area, we have particular experience working with employees in the biotechnology and life sciences industries. We have helped professionals at companies including Sanofi, Pfizer, Novartis, Biogen, and smaller biotechnology firms navigate stock options, equity compensation, corporate benefits, and the financial implications of mergers and acquisitions.

We also work with many professionals in the defense and related industries, including employees of Raytheon and General Dynamics, as well as corporate professionals at organizations such as CVS Health and many other large employers throughout New England and across the country.