Resolute’s financial planners take the time to get to know you and craft a comprehensive financial plan that aligns your goals with your financial circumstances, allowing you to move forward confidently.
Unaffiliated with other institutions, we work independently with clarity and transparency as our mission.
There are no hidden fees because we do not sell any products, receive kickbacks or commissions.
We are fiduciaries. In 2006, Resolute trademarked the phrase, We put your interests first.® – the very definition of a fiduciary. We take this oath seriously. Our advice comes with your best interests at heart.
Servicing the North Shore of MA, Seacoast of NH, and Southern ME with offices in Portsmouth NH, Newburyport, Lynnfield, and Chelmsford MA
Planning for Retirement
Accumulation Strategies
Investment Management
Tax Planning
Clarity on Goals
Risk & Insurance
Cash Flow & Budgeting
Estate Planning
Education Planning
Working together. Resolute Financial is a collaborative team of fee-only financial planners that specialize in helping you address your financial questions, challenges, and fears. We believe that through the process of building a comprehensive financial plan you gain so much more than just a savings and retirement plan. You gain a sense of control and a feeling of confidence, enabling you to make better decisions.
Advice matters. Resolute’s planners work with you to align what matters most to you with your financial circumstances. We’ll build a risk-appropriate investment strategy tailored to your situation. We do not need to manage your assets for you, though we believe it will alleviate some of your stress if we do.
Fiduciaries first. Our role as a fiduciary is integral to our practice, the advice we bring to clients, and who we are as people. We charge for our services on a flat, fee-only basis dependent on your needs and the work required. We earn our compensation based only upon the services provided.
Meet the Team
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– C.S. Lewis
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