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Are you within 2-7 years of retirement and wondering if there's room for improvement in your financial situation?

You have worked hard, saved diligently, made smart choices, but now you’re asking:

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  • Am I on track for retirement?​​

  • Am I using my money wisely ?​

  • What if taxes, healthcare, or market volatility throw me off course?

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Stressed man
Laughing Couple

Money isn’t simple: ​

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investments, taxes, college costs and retirement income all pull in different directions.

 

Most advisors only talk about investments—but you need a personalized plan.

Without a plan, you risk:

  • Running out of money too soon

  • Paying more taxes than necessary

  • Leaving your family with financial confusion

Hand Holding Gold Compass

At Finance Roadmap Planning, we help families across Massachusetts and New Hampshire gain clarity and confidence with their money.

We create Financial Roadmaps that guide your retirement strategy.

 

Investment management is available as a separate, optional service.

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No product-pushing. No jargon. Just a plan that works for you.

How it Works

Empty Road

1

Start with a Call

Quick, no-pressure phone conversation to see if we’re a good fit.

2

Build Your Financial Roadmap

Personalized plan covering retirement income, taxes and key financial decisions. Collaborative and ongoing.

3

Keep Your Plan on Track

Most clients continue year after year. You can step away any time after the first year. Investment management is optional.

With a clear plan you will:

  • Know exactly where your money is going

  • Gain confidence in retirement income strategies

  • Protect your wealth from unnecessary taxes

  • Feel in control of your financial future

 

Your financial journey doesn’t have to feel uncertain. With a roadmap,

you can move forward with clarity and confidence.

Headshot Patrick Florida

I’m Patrick Clark, CFP®, helping families create clarity and confidence with their money. I work with clients across Massachusetts and New Hampshire, virtually or in Coworking spaces near you.

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Finance Roadmap Planning  
Phone: 978-967-7285  
Chelmsford, MA | Serving Merrimack Valley , Southern NH and beyond

 

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Past performance is not indicative of future results. This material is for informational use only and should not be considered investment advice. Investing involves risk. Principal loss is possible.

 The opinions expressed are those of Guardian Wealth Advisors, LLC. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward-looking statements cannot be guaranteed. This should not be construed as tax advice. You should always consult with your tax professional with regard to specific tax questions and obligations.

 Investment advisory services offered though Guardian Wealth Advisors, LLC D/B/A Finance Roadmap Planning. Guardian Wealth Advisors, LLC (“GWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about GWA’s investment advisory services can be found in its Form ADV Part 2 or Form CRS, which is available upon request.

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