Concord Chamber 2016-2018 - Flipbook

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Concord Chamber of Commerce ~ 978-369-3120 41
See our ad on page 7
James V. Tabner, Counselor at Law ~ James V. Tabner
91 Main Street, Suite 205
Concord, MA 01742
978-369-6700
HOURS OF OPERATION:
By Appointment
The law practice of Attorney
James Tabner has been located in
the heart of Concord Center for 20
years. The practice includes estate
planning, estate administration,
probate matters, criminal and
civil matters, personal injury, all
aspects of real estate, corporate,
and business law.
In addition to being licensed
in The Commonwealth of
Massachusetts, Attorney Tabner
is a Certified Public Account and
licensed to practice in the State of
New York.
Please let us know how we can
help.
Journey Wealth Partners ~ Peggy McGillin, CFP®, MBA, Principal
747 Main Street
Suite 120
Concord, MA 01742
978-369-2911
HOURS OF OPERATION:
Mon - Fri 8:00 am - 5:00 pm
Sat, Sun Closed
Journey is Radically Rational
Financially conservative advisors? Yes. Conventional
advisors? No. Not by a long shot.
Elite athletes work with personal trainers to reach
their fullest potential, which is the role we play in
our clients' financial lives. Combining investment
management with financial planning and project-
managed implementation greatly enhances a client's
probability of maintaining their standard of living in
the future.
Successful professionals, primarily scientists,
doctors, finance and tech executives, and engineers,
work with Journey to implement personal and
intelligent plans so they may live their lives to their
fullest potential. In addition, Journey provides
financial advisory services as an executive benefit to a
foundation at a leading Boston hospital.
Journey Wealth Partner's investment philosophy is
grounded in a conservative, evidence-based approach:
implementing expertly constructed, efficient, low-cost,
well-diversified, risk-adjusted portfolios, and using best
practices for risk management, education funding, wealth
preservation, growth and income, asset tax location, and
expert retirement income withdrawal strategies.
Journey is a fee-only, independent Registered
Investment Advisor and Peggy McGillin, CFP®, MBA,
is the owner of Journey Wealth Partners in Concord,
Massachusetts. We invite you to visit us for a
complimentary discovery meeting and to meet the rest
of the Journey team of CFP® Professionals.