Welcome to BostonPremier Wealth, LLC
At BostonPremier Wealth, LLC we take a comprehensive approach to planning and look at your entire financial situation. Through the planning process we evaluate your current financial situation, help you set goals and work with you to implement your plan. Then, with input from your other advisors, we monitor your progress and keep you up to date on changes that could affect your financial situation.
Unlike many firms, we take our time to learn about what's important to you and customize our services to meet your individual needs. Our mission is to help you build and maintain wealth through a long term relationship based on trust, prudent advice, open communication and excellent service.
As independent advisors we offer objective advice. Over the years, we have helped our clients weather the ups and downs of the stock market and economy by combining traditional relationships with cutting edge web based planning tools. Our clients come from many walks of life including business owners, families, and non-traditional couples. But they all have one thing in common - the desire to make the most of their financial resources.
Our services include -
Comprehensive Wealth Planning
Fee Based Financial Planning
Insurance Needs Analysis and Planning
Strategies for Business Owners
We thank you for visiting our website and encourage you to contact us to learn more about how we can help you take control of your financial situation.
Mark R. Bossey, CFP® Ryan D. Marini, CMFC®
Founding Partner Founding Partner
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Around the country, attitudes about retirement are shifting.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Understanding the value of a home warranty.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Women must be ready to spend, on average, more years in retirement than men.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What if instead of buying that vacation home, you invested the money?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?