Financial Planning That Instills Confidence

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.

Independent & Transparent

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.

Advice with Integrity

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

No matter the stage of life you’re in, you deserve to feel confident about your financial life. Our planners guide you there.

A Comprehensive Financial Plan: The Art of Understanding the Pieces of Your Financial Life

Planning for Retirement

Accumulation Strategies

Investment Management

Tax Planning

Clarity on Goals

Risk & Insurance

Cash Flow & Budgeting

Estate Planning

Education Planning

We Put Your Interests First.®

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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“You can’t go back to the beginning,
but you can start where you are and change the ending.”

– C.S. Lewis

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