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About Solve for X Financial
Solve X is a financial agency, which focuses on your needs and values in insurance planning, and retirement planning. We are committed to helping pre-retirees and retirees navigate through complicated future planning decisions. Our team works with you to help create a comprehensive strategy with your goals in mind.
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A Team of Financial Professionals
At Solve for X, we understand finances can be daunting, and decisions for your future can seem overwhelming. That’s why our team is here to help you both understand, and better define, your financial goals. We have the tools and experience to provide services to suit your individual needs. As partners in your financial future, we can help you achieve the retirement you’ve dreamed of.
Your Financial Questions Answered
Our team of financial professionals can help you address:
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Insurance principles and strategies
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Retirement insurance planning and distribution strategies
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Estate conservation issues
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Risk management
We can also answer your questions, including:
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Can I retire early?
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What’s the best approach for college savings?
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What are the elements of a sound estate strategy?
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Do I have enough life insurance for my family?
If these questions or any other financial questions have been on your mind, call and speak to a team member at (978) 971-4338 and get answers.
What Sets Us Apart?
Jeff Gaudette hosts the Solve for X podcast on every Saturday morning. He talks about helping people live an abundant lifestyle in retirement by focusing on finance, family, friendship, fitness, and faith. The mission is to highlight the importance of a comprehensive financial plan, and to equip you with the tools and knowledge that you need to successfully navigate through today’s volatile financial markets. Each week Jeff Gaudette discusses the latest financial news while sharing some common sense strategies that help take the guesswork out of maximizing your retirement savings.
Listen Live Every Weekend on Podbean (CLICK HERE) for sample
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We also host in-person workshops each month in the New England area. Email info@solveforxfinancial.com for information regarding upcoming events.
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