Thank you for visiting my web site.� My name is Nathaniel Tilton and I am a personal financial advisor with American Express Financial Advisors in Waltham, Massachusetts.� Achieving Financial Success As a finacial advisor, I have had the unique opportunity to work with all types of people in order to help them achieve financial success. Financial planning begins with a solid game plan - a blueprint for achieving success.� Through the course of your life, the game plan may change, but without some direction you will probably go nowhere. As a personal financial advisor, I am much like a personal fitness trainer.� I can show you what it takes to be successful and I will certainly be there, every step of the way, to help push you to take action in your life; however, it is ultimately up to you to get up and do what it takes to achieve your goals.� Part of my job as a financial advisor is to help people identify their specific financial goals, develop a sound financial plan, and develop a long-term relationship in which we monitor, track and adjust their financial plan.� I help people properly manage taxes, inflation, asset management, income protection, and risk management.� There's no get rich quick scheme.� My responsibility is not to put together a fancy and exciting portfolio for you.� I help people reach financial goals through solid research and proper planning.� These are some common goals that I work with people to achieve: - Saving for retirement - Saving for a new home - Saving for children's education - Managing taxes - Reducing debt - Estate planning - Insuring against sickness, injury or premature death - Building a cash reserve - Asset allocation In addition, I provide ongoing service for day to day financial issues, such as: - Buying or leasing a new car - Job transition / layoff / stock options - Retirement distributions - Life changes (marriage, children, divorce) If you live in, or are relocating to, New England, and you are serious about doing better for yourself financially, I urge you to consider financial planning for yourself.� If you have any questions about financial planning, or if you would like to request a complimentary consultation, please contact me at (781) 684-3768or via e-mail at [email protected]. |
Achieving Financial Success |
The key to a successful financial future begins with building a sound financial plan. |
Who am I? Name:��� Nathaniel Tilton Title:��� Personal Financial Advisor Phone: �� (781) 684-3768 E-mail:� [email protected] Qualifications: - Series 7 license - Series 66 license - Life insurance license - Accident insurance license - Health insurance license - Fully licensed as a stockbroker with the NASD and SEC - Licensed in the states of Massachusetts, Maine, New Hampshire, New York and Ohio. Prior to working with American Express Financial Advisors, I worked with professional athletes from the NBA, NHL, NFL, MLB, MLS, PGA and Olympics to help enhance their financial portfolios. Specializations: - Retirement planning (401k, 403b, Roth IRAs) - Education planning (529 Plans) - Asset Allocation (Mutual Funds, Equity Securities) - Protection Planning (Life, Disability) Personal: Originally from Kennebunkport, Maine, I graduated from the University of New Hampshire in 1994 with degrees in Business Administration and Sport Management.� I married my wife Suzanne in July 2000 in Shaker Heights, Ohio.� We live in Davis Square in Somerville, Massachusetts.� My interests include golf, reading, listening to music and travelling. |
Suggested Reading: Independently Wealthy by Robert Goodman The Millionaire Next Door by Thomas J. Stanley, PhD and William D Danko, PhD |
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Six Key Areas of Financial Planning: 1.� Your current financial position 2.� Adequate protection 3.� Investment planning 4.� Retirement planning 5.� Taxes 6.� Estate planning Roadblocks to Achieving Financial Success: 1.� Taxes 2.� Inflation 3.� Idle Assets 4.� Risk Management Three Human Problems: 1.� Premature Death 2.� Outliving your Income 3.� Protection Against Disability |
Who can benefit from Financial Planning? In short, everyone can benefit: - Newlyweds starting their lives together - New parents planning for their children's future - Employees� approaching retirement - Human Resource Departments looking for added value seminar opportunities - People saving for a new home or major purchase - Workers in a job transition - People paying more in taxes then they should - Self-employed individuals Anyone that wants to do better for themselves financially should consider a complimentary consultation to discuss the benefits of financial planning.� |
For a complimentary consultation, call me at (781) 684-3768 or e-mail me at [email protected]. |
Mission: To embrace the notion of having the heart of a social worker and the mind of a capitalist. |