• Services
• FAQs
• Resources & Links
• What's Your Situation
• What People Are Saying
• Contact Us

• Free Financial Risk Analysis

  You need to know where you stand today to plan for tomorrow. Let us help you reach your goals. >

• Request a Sample Financial Plan

  Take a look at the detail that we provide for our clients. >

• Newsletters

  Get monthly updates on the financial news that matters to you. >

• "Am I saving enough for my retirement?"
• "Am I confident my assets are invested in the right places?"
• "Have I planned my estate so that it will be distributed according to my wishes?"
• "Am I doing enough to save for my children's education?"
• "Am I paying too much in taxes?"
• "How should I handle my employee stock options?"
• "I'm seeing a change in my circumstances—I could use a new point of view."

If any of these questions have been bothering you, but you have not had time to deal with them, give me a call. As an experienced financial planner, I can help you define your goals and manage your assets to work toward those goals. You will have confidence, knowing that you are managing your finances according to a rational plan.

I am a third generation financial planner and insurance agent, with degrees from Dartmouth College (AB 1972) and Harvard Business School (MBA 1975). I have been offering sound financial counsel to individuals, institutions and businesses for over twenty years. Find out more about my services

What's Your Situation?

Find out more about how I help clients

Mr. Stumm is a Registered Representative with and offers securities and financial planning through LPL Financial, Member FINRA/SIPC, A Registered Investment Advisor. 10 Langley Road, Suite 301, Newton Center, MA 02459-1972. (617) 795-2905.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP™, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

© 2007 J. Hans Stumm