How We Help

Simplifying life’s financial complexity.

Our service goes beyond the numbers. We help people make confident decisions through every stage of life. From helping you celebrate your biggest accomplishments to addressing the worries that keep you up at night, Dean Avenue Planning Group is here for you.

As the years go by, financial decisions become more connected and more complex. We understand that and proactive address your needs through every part of life. Click on the boxes below to learn more and see how we can help you.

30’s

Building the Foundation
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40’s

Building Wealth
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50’s

Preparing for the Retirement Reality
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60’s

Transitioning to Retirement
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70’s

Living in Retirement and Protecting It
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80’s

Protecting Your Legacy
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Let’s create something you can look forward to. Contact us today!

Contact Us

Dean Avenue Planning Group | 29 Dean Avenue, PO Box 347, Franklin, Massachusetts 02038

Chris Phone: 774-573-8947 | Lou Phone: 781-771-7535 | Email Chris | Email Lou

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Dean Avenue Planning Group are not affiliated. This communication is strictly intended for individuals residing in the states of  CA, CO, CT, FL, KY, MA, NH, NJ, NY, PA, RI, SC, VT, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

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The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Dean Avenue Planning Group makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

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Dean Avenue Planning Group

Your career is gaining momentum. You may be buying your first home, growing your family, paying off student loans, or balancing competing financial priorities.

How we help:

  • Coordinate insurance protection
  • Basic will and estate document coordination
  • Build healthy financial habits
  • Maximize employer retirement plans
  • Develop an investment strategy
  • Evaluate employee benefits
  • Establish emergency savings
  • Evaluate career opportunities

What clients don’t see:

We help prevent expensive mistakes before they happen, explain complex financial decisions, and ensure every financial choice supports your long-term goals.

Our goals for you:

You have a trusted partner helping you make confident financial decisions instead of wondering if you are making the right choices.

  • Establishing healthy financial habits
  • Protecting your family
  • Investing for the future
  • Building a strong financial base

Financial guidance for every stage of life. Connect with us today.

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Responsibilities increase and financial decisions become more interconnected.

How we help:

  • Keep retirement savings on track
  • Coordinate college planning
  • Review insurance
  • Evaluate stock options
  • Optimize tax-efficient savings
  • Coordinate with your CPA and attorney
  • Monitor retirement progress
  • Prepare for aging parents & navigating inheritance

What clients don’t see:

We are continually evaluating tax opportunities, investment alignment, retirement progress, and planning strategies as your life evolves.

Our goals for you:

We connect the dots across every area of your financial life so you do not have to. Make sure nothing falls through the cracks.

  • Balancing competing priorities
  • Help protecting what you have built

Financial guidance for every stage of life. Connect with us today.

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Retirement becomes real, and the focus shifts from building wealth to creating lasting financial confidence. Can I retire? Will I have enough?

How we help:

  • Build and update your lifetime income plan
  • Run retirement scenarios (what if’s)
  • Stress test the plan
  • Evaluate pensions
  • Social Security review & outline options
  • Coordinate retirement accounts and consolidation into phases
  • Develop tax-efficient income strategies
  • Prepare emotionally for retirement

What clients don’t see:

We constantly evaluate inflation, taxes, market conditions, healthcare costs, and longevity so you understand your options before retirement begins.

Our goals for you:

You retire with confidence because your plan has already been tested against life’s uncertainties. You have a roadmap and feel confident.

  • Moving from accumulating wealth to developing a strategy
  • Understanding what retirement will actually look like

Financial guidance for every stage of life. Connect with us today.

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Your investments become your paycheck, making coordination more important than ever. How do I use my assets to create a paycheck and have predictable lifetime income in retirement?

How we help:

  • Coordinate rollovers and walk you through the process
  • Create retirement income
  • Coordinate pensions and Social Security execution
  • Navigate Medicare and enrollment options
  • Build withdrawal strategies
  • Monitor cash flow & adjust income if needed
  • Coordinate with your CPA and attorney
  • Educate both spouses
  • Plan for the unexpected, long-term care insurance

What clients don’t see:

Every income decision is evaluated for its long-term tax and retirement impact.

Our goals for you:

You have a team coordinating every moving piece instead of trying to figure it out alone.

  • Help making some of the biggest financial decisions
  • Coordination of investments with retirement timeline and goals (phases)

Financial guidance for every stage of life. Connect with us today.

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Retirement planning continues long after you leave work. How do we stay retired comfortably?

How We Help:

  • Monitor the lifetime income plan
  • Stress test regularly
  • Review withdrawals and make adjustments
  • Coordinate RMDs
  • Evaluate Roth conversions
  • Monitor healthcare expenses
  • Coordinate charitable giving
  • Manage market volatility

What clients don’t see:

We continually look for planning opportunities, legislative changes, and tax strategies that can improve your retirement over time.

Our goals for you:

You can enjoy retirement knowing someone is watching the financial details.

  • Adjust and protect lifetime income while adapting to changes in your life

Financial guidance for every stage of life. Connect with us today.

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Financial planning becomes family planning, legacy planning, and simplifying life.

How we help:

  • Simplify financial decisions
  • Coordinate income adjustments
  • Review beneficiaries
  • Coordinate with trustees and attorneys
  • Assist surviving spouses
  • Guide beneficiaries in the passing of loved ones
  • Organize financial records
  • Support family meetings

What clients don’t see:

Some of our most meaningful work happens during life’s most difficult moments—helping families navigate loss, transitions, and complex decisions with compassion.

Our goals for you:

We build a plan that has been tested against some of the uncertainties that life can throw at you. You have a roadmap to help you feel confident.

  • Preparing the next generation for seamless wealth transfers outside of probate
  • Charitable giving opportunities
  • Helping ensure your wishes are carried out with confidence

Financial guidance for every stage of life. Connect with us today.

Contact Us