Lee Ann Fatalo, CFP®
Senior Financial Planner
Registered Representative

New England Securities

 

Welcome and thank you for visiting!

I am a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Association.  I focus on assisting individuals, families and small business owners with their business and personal financial needs.  Through financial planning, I work with you to help achieve your personal and business financial goals; such as retirement, college funding, estate or divorce planning, and building or transitioning your business. My mission is to help individuals develop their lifetime financial objectives, evaluate their options, determine the appropriate strategies, and then achieve those objectives.

What's New!

 

 

 
Named a 2010
FIVE STAR Wealth ManagerTM
as seen in Boston Magazine

 

 

 

 

 

The 5 Star award is granted by Crescendo, an independent 3rd party marketing firm. This award may not represent the experience of all clients and is not indicative of future performance or success. This award stems strictly from client experiences as an insurance or securities product customer

The FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of

 

FIVE STAR: Best in Client Satisfaction Wealth Managers.

• The overall evaluation score of a wealth manager reflects an average of all respondents and may not

be representative of any one client.

• The FIVE STAR Award is not indicative of the wealth manager’s future performance.

• Wealth managers may or may not use discretion in their practice and therefore may not manage their

client's assets.

• The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed

as an endorsement of the wealth manager by Crescendo Business Services or the magazine.

• Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future

investment success nor is there any guarantee that the selected wealth managers will be awarded

this accomplishment by Crescendo in the future. 

 

I am licensed and registered to offer products and services in [MA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Newsletters

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

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