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Sustainable Investment Solutions, LLC

Phone 781-251-0505 • Fax 781-461-2969 |

990 Washington Street, Suite 317

Dedham, MA 02026

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A Holistic Approach To Your

Financial Life

 

 

 

Sustainable Investment Solutions, LLC d/b/a Financial Solutions Associates is a Fee-Only Financial Planning and Investment Management firm that places our client's needs ahead of our own at all times.

With over a decade of experience, Alex Burke will work with you to unravel the complexities of the financial world and come up with an easy to understand plan to achieve your financial goals.

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Investment Management

The analysis, advice, and strategies you receive are all tailored specifically to both your sensitivity to risk and your individual goals. Understanding your short and long term financial objectives come first, before any recommendations are made. You benefit from having a portfolio designed to meet your specific income and growth goals with reduced volatility, while minimizing taxes and expenses.

Financial Planning

It may be time to modify your estate plan or evaluate college savings alternatives. Financial Solutions Associates’ financial planning services will help you address these and other planning issues that arise while identifying the state of your financial life.

Commitment to Service

Your portfolio is not static and neither are your financial goals—therefore, investment strategies need to be adjusted on an ongoing basis to keep them aligned with your latest objectives. Review meetings enable you to stay informed about your investment program and allow the advisors to make any adjustments that may be required due to changes in your life situations, tax laws, or other economic factors.

Alex Burke, CFP®

Investment Advisor

Alexander Burke, M.S., CFP®  joined Financial Solutions Associates in...

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Sustainable Investment Solutions, LLC d/b/a Financial Solutions Associates do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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