Canby Financial Advisors - Personal Services

Independent advice. Personal service.

Questions we have helped answer for many of our clients:

I think that I have done a pretty good job saving for retirement. But where exactly do I stand?
How much do I need to have saved when I retire? Will I outlive my income?
I bought life insurance from my brother-in-law, I have a brokerage account with a major brokerage firm, a 401(k), and a couple of IRAs. How can I pull all these things together into one coordinated plan?
529s, UTMA accounts, the UPlan... What really is the best way for me to save for my children's (or grandchildren's) college education?
When and how should we begin to transfer our assets to benefit our children and grandchildren?

If you have any of these questions or share these concerns, we invite you to contact us:

Canby Financial Advisors
161 Worcester Road
Suite 408
Framingham, MA 01701

(508)-598-1082
info@canbyfinancial.com

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No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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