“Our Scope Can’t Be Beat”
Our Approach
LTR Financial evolved out of the idea that there is no one way to achieve one’s goals. Each person walks their own path. With the heart of a teacher, we are humble and thankful you have asked us to be an important part of your journey.
Unlimited Free Financial Planning for 1 Year*
All of our Personal Tax Clients Are Entitled to Unlimited Financial Planning For Up to One Year
*To qualify for Unlimited Advising, you must be a fully paid tax, advising, representative or
insurance client. You may also qualify if you are actively being represented, actively
contributing to a retirement or insurance plan
Unlimited Free Business Advisement
We will never allow outside influences to cloud our judgement and everything we offer to you as a client, will have been determined to be the best we have to offer, both in cost and quality.
With 3 Tiers of Business Advisement services, we have a package to fit your business needs.
01
Tax Preparation
Let’s face it: anyone can “do” taxes. It takes a special kind of care and ability not only to use tax laws to your advantage but also to explain them in a way you can understand. We are also open year-round, so you can have peace of mind knowing that if an issue does come up, we will be there for you.
02
Business Advisement
No matter what business you are in, LTR can provide a comprehensive analysis of your company to help you make the best decision.
03
Accounting
As a business owner, you have more important things to do than keep your own books.
04
IRS Defense
In the same way you need an attorney to represent you in court, you need representation before the IRS.
05
Personal
Insurance
From outliving your assets to family protection, we have you covered.
06
Business Insurance
As a business owner, you need business insurance to protect yourself, your employees, your customers, your assets, and the future of your company.
Clients Around The Globe
Our Clients Are From
MA, AL, CA, CT, DC, FL, IA, IL, KY, LA, ME, NC, NH, NY, OH, OR, PA, RI, TN, TX, VA, VT, WA
Ireland, Mexico, United Kingdom.
%
IRS/DOR Defense Success Rate
Total Tax Returns
$61,845,000
Total Life Insurance Policies Written
$2,349,000
Total Annuities Written
See What Others are Saying
Premium Carriers
Contact Us
781.859.3096
FAX: 781.859.3062
