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Financial Planning. On Your Terms.

 

About Breakwater Financial

Breakwater Financial is a fee-only financial planning firm. As fiduciaries, we provide financial advice and guidance on an hourly, retainer or full-service basis. At Breakwater Financial, we believe that financial planning has the power to change lives.  

What We Do

 

 

Hourly Financial Planning

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Retainer Financial Planning

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Full-Service Financial Planning

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In the Media

In the Media

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Our Blog

Latest Blog Posts

Have You Protected Your Most Valuable Asset?
Feb 15, 2019 by Breakwater Financial, LLC

 

When you think about your most valuable asset, your home, car or jewelry might come to mind.  Losing one of these items could be financially and emotionally devastating. So you've probably taken every precaution necessary to protect it, such as buying insurance to reduce your risk exposure.  However, you own something that's probably more valuable than any of these possessions, and you might have never considered protecting it- your future earnings from work...

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Market Corrections - A Historical Perspective
Dec 20, 2018 by Breakwater Financial, LLC

 

As I'm sure you've noticed by now, this has not been a great year for stock and bond markets. Most stock markets are now in what is technically defined as a correction. With all the volatility, negative news stories, and predictions of doom, I thought it would be helpful to look back over the history of market corrections to put this one into perspective. 

When markets are going down, the losses fall into three categories: pullbacks, corrections, and bear...

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Reverse Mortgage - Friend or Foe?
Nov 28, 2018 by Breakwater Financial, LLC

 

The reverse mortgage, or technically known as the Home Equity Conversion Mortgage (HECM), is not the most popular retirement income tool. Some say they are expensive, that they will hurt your children's inheritance, that your spouse will get kicked out of your house when you die, that they should be used only as a last resort, or that your loved ones will be on the hook for the debt. We've all heard the arguments against them. But are these beliefs valid? Is it...

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Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 617-849-8019
Fax: 617-849-8023

Email: info@breakwaterfinancial.com

75 Second Avenue, Suite 605 Needham, MA 02494

     

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