Concord Chamber of Commerce ~ 978-369-3120
53
Read about us on page 42
Woodman & Eaton, P.C. ~ Byron E. Woodman, Jr.
801 Main Street
Suite 14
Concord, MA 01742
978-369-0960
Woodman & Eaton, P.C., Monument Group
Wealth Advisors, LLC, and Monument Group Tax
Advisors, LLC are part of The Monument Group
Companies, which provide master planning services
to client families. The purpose of the master plan
process is to integrate, organize, and coordinate
financial, legal, estate, and life planning advice
with the objective of helping client families achieve
financial comfort.
Our role in the master plan process at Woodman
& Eaton, P.C. is to work closely with our clients to
help them understand the array of estate planning
alternatives available, define/refine their goals, and
create their estate plans so they have the peace of
mind knowing that if there are any internal (family)
and external (government) changes, we will be
there to work with them to adjust their plans.
The hallmarks of our practice are:
•
personal service and close relationships
•
uniquely designed estate and business
successions plans
•
effective and efficient administration of
estates and trusts
