Broker Check
Dylan Grocer, CFP®
Dylan Grocer, CFP®
The Bulfinch Group Financial Planner | Managing Associate
https://www.linkedin.com/in/dylangrocer/

CERTIFIED FINANCIAL PLANNER™ | Empowering Professionals for Financial Success 

I am a Financial Advisor and Managing Associate, I head up our Pre-Career Training Program (internship) while contributing to business development and marketing initiatives with our new advisors. 

With a wealth of experience, I am committed to assisting seasoned sales professionals, CPAs, attorneys, engineers, and small business owners in achieving financial success and flexibility.

For sales professionals, let's elevate earnings, manage investment risk, and strategically minimize taxes, crafting a tailored financial roadmap aligned with your ambitions. For professionals such as CPAs, attorneys, and engineers, together, we navigate complex financial landscapes, optimize tax strategies, and build a secure financial future.

Beyond finance, my interests include travel, skiing, golfing, fishing, and sailing. I'm eager to connect with individuals who share these passions, are navigating pivotal life events, and are committed to achieving financial freedom.

Offering comprehensive financial planning services, including investments, retirement, estate transfer, education planning, cash flow optimization, insurance, and risk management. 

15 May
Beyond Money: Three Key Retirement Decisions

Description

Beyond Money: Three Key Retirement Decisions

Exclusive presentation hosted by TransAmerica, specifically tailored for our clients and their families. We will explore crucial topics that are essential as we plan for a secure and prosperous retirement: Social Security, Medicare, Long-Term Care, and strategies for maintaining well-being into later life.

Date and Time

Wed, May 15, 2024

6:00p - 7:00p EST

Location

Virtual via Zoom: https://zoom.us/j/9676394698?omn=94825560010

Note

Join Zoom Meeting https://zoom.us/j/9676394698?omn=94825560010 Meeting ID: 967 639 4698 --- One tap mobile +13092053325,,9676394698# US +13126266799,,9676394698# US (Chicago) --- Dial by your location • +1 309 205 3325 US

PT1H

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