Worried about retirement? Wondering how you’ll pay for college? Looking to bring order to your investments? Four Ponds Financial Planning LLC is here to help you with these and other important financial issues.
Four Ponds works with individuals, families and small business owners to make sense of your financial life and put you on track to a secure future.
Founder David McPherson, CERTIFIED FINANCIAL PLANNER™, offers a choice of as-needed advice and ongoing financial planning and investment help.
Services offered by Four Ponds Financial Planning LLC include the following:
Dedicated to providing sound, objective advice, Four Ponds accepts no commissions or other incentives for recommending particular investments or other financial products. That means the firm’s only loyalty is to the client.
In person or online
From offices in Falmouth and Hingham, Mass., Four Ponds Financial Planning LLC serves clients throughout Southeastern Massachusetts. The firm also employs web conferencing technology to work with clients across a wider area.
Email David McPherson or click on the “Make an Appointment” logo above to arrange a complimentary, get-acquainted session.
The June 2010 edition of Money magazine features comments by Four Ponds founder David McPherson on what to do if your employer freezes your pension plan. Click here to read the article.
David McPherson appeared on the public radio program Marketplace Money to discuss what lessons investors should have learned from the Bernard Madoff scam one year after his arrest. Listen to the interview.
Available in person or online, a Financial Checkup is an affordable 2-hour financial-planning session. Click here for more information.