WE CAN Corporation has announced new leadership appointments to its Board of Directors with Michaela Herlihy and Jitka Borowick being named President and Vice President. The duo brings extensive experience to their new roles with the non-profit, which empowers and supports regional women to take control of their financial futures through a variety of local programs. Herlily, an Osterville resident, is the acting President of Beacon Financial Planning, Inc., and has previously served on WE CAN’s Investment Committee and as its Board Vice President. Borowick, a resident of Barnstable Village, is an area business owner, launching Cleangreen and Nové Yoga & Wellness Studio. Congratulations Michaela & Jitka! https://lnkd.in/g63J4mXT
关于我们
Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. Financial planners can provide you and your family with guidance over your lifetime. We are a compassionate team of professionals you can trust to collaborate with integrity on your financial goals. We look forward to connecting if: ~ you are near retirement and looking for guidance on whether or not you can retire comfortably ~ you are currently retired and want to review your financial plan including: your goals, income strategy for your lifetime, investment portfolio, tax efficiencies and estate plan ~ you are going through a life transition (new job, career change, divorce, loss of spouse, etc.) and need professional guidance to better navigate your options and overall picture Give us a call: 508-790-7039
- 网站
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https://www.beaconfinancialplanning.com
Beacon Financial Planning的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Hyannis，Massachusetts
- 类型
- 私人持股
- 创立
- 2015
- 领域
- Certified Financial Planner、Retirement Planning、Investment Advisor、Estate Planning、Retirement Income、CFP、Risk Management、Investment Management、Charitable Giving和Fiduciary
地点
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主要
获取路线
540 Main St
Suite 14
US，Massachusetts，Hyannis，Beacon Financial Planning
Beacon Financial Planning员工
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Michaela Herlihy
FEE-ONLY fiduciary CFP helping others make sense of complex finances so they can focus on that which brings them joy while planning for tomorrow
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Melissa Kolcz
At Beacon we cultivate long lasting client relationships because compassion, trust and integrity are at the core of everything we do. We look forward…
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Kelli Grew
Fee-only CERTIFIED FINANCIAL PLANNER helping others make sense of complex finances so they can focus on that which brings them joy while planning for…
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Heather Lynch
Wealth Advisor
动态
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The Beacon Team had an amazing day at the Massachusetts Conference for Women last week. It was inspiring to be amongst such a large community of women committed to helping women. #MassWomen
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Beacon Financial Planning was a proud sponsor of the Black Diamond Ball at the new Margaritaville Resort Cape Cod in Hyannis. The event is a charity benefit for Amplify POC. Congratulations to Island Cafe & Grill for 7 years in business. Thanks for all you do to give back to our local community. #margaritaville #amplifypoc #islandcafeandgrill
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