Areas of Practice
Needham Advisory Corporation is a full service investment management and financial counseling firm. We offer personalized solutions for immediate financial questions or long-term financial planning. Our services are not based on selling financial products, but focused on defining goals, identifying alternative strategies to achieve those goals and using our expertise and experience to provide assistance in implementing the appropriate strategy.
Our investment Management services include:
Goal definition, asset allocation security selection and Investment Management
Consultation and management with Trustees on individual trusts
Act as your Individual Trustee, Co-Trustee, or Successor Trustee
Consultation with other professional advisors as requested by the client to insure that all the advisors are working towards the same goal
Hourly consultation for those who do not need or require continuous management.
Our financial consultation services help you:
Manage current expenses and project future cash flows
Understand alternatives when faced with buying a new house or investing in a business
Determine the means and strategy to accumulate funds for financing a college education and achieving financial independence.
Evaluate the choices and allocation of investment assets to manage risk and control market variability
Understand strategies to minimize income tax liability and maximize retirement savings
Evaluate retirement income distribution methods and understand wealth transfer techniques
Develop an overall estate plan and plan for elder care needs.