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.
CLICK HERE TO SEE IF YOU ARE ON THE ROAD TO FINANCIAL SUCCESS!
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