FAQ
More Info
Financial planning can feel complex, but we’re here to make it easier. Below are answers to some of the most common questions about our services, investment strategies, retirement planning, and more. If you have additional questions, feel free to reach out—we’re happy to help.
What services do you offer?
We provide comprehensive financial planning, including retirement planning, investment management, estate strategies, business planning, risk management, and more.
How do I get started?
Schedule a complimentary consultation where we’ll discuss your financial goals, current situation, and how we can help. You can give Matt call at (413) 522-2032 or send an email to matt.sheridan@lpl.com.
What types of investments do you recommend?
Our recommendations are based on your unique financial goals and risk tolerance. We utilize diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.
When should I start planning for retirement?
It’s never too early—or too late—to start. The sooner you begin, the more time you have to build your savings and benefit from long-term investment growth.
What is the role of a financial advisor in estate planning?
We can guide you through options such as trusts, charitable giving strategies, and tax-efficient wealth transfers.
Can we meet virtually?
Yes, we offer in-person and virtual consultations to accommodate your preferences and schedule.
