1070 Route 134
South Dennis, MA 02660

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Trish Graham

(508) 385-7888

 
The Richest Man in Babylon What Smart Investors Know The Power of Compound Interest Should You Invest in Exchange Traded Funds?

Your Financial Future will be the sum of the decisions you make about money over your lifetime.

Today’s economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who can identify long-term trends.

Whether you’re dealing with retirement planning, a long term care situation, allocating your 401k plan, buying real estate, funding a college savings plan,or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about investing, insurance, annuities, 529 plans and the world of personal finance. As you search our website, send us a note with any questions you may have about a particular investment concepts or products. We'll get back to you quickly with a thoughtful answer. 

We are located in Dennis, Massachusetts, on beautiful Cape Cod and our clients are located throughout New England.


 

Helpful Content

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The Power of Compound Interest

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Problems with Probate

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Probate can be a completely public process, or it can be managed to include as little information as possible.

Saving on Fitness Membership Costs

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Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Caring for Aging Parents

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Inflation & Your Money

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What Do Your Taxes Pay For?

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To Catch a Thief

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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An Inside Look at Retirement Living

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

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How will you weather the ups and downs of the business cycle?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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