Financial Planning

Professional Service Provider Network

O’Brien Management has assembled a team of professional service providers, a highly-skilled group of tax, accounting, legal and insurance specialists whom we can recommend as needed. We have no financial relationship with these—or any other—professionals, and will build teams based on an individual client’s needs. We also work closely with other professionals who have established relationships with our clients.

We believe it is important to integrate the services provided by all your legal and financial advisors, and we encourage you to think of us as your financial “Center.” We work actively to know all members of our clients’ teams, and we often coordinate team meetings to ensure that all professionals working with an individual client have a complete and up-to-date picture of their objectives.

Our network includes specialists in the following areas:

• Estate Planning
• Individual and Business Tax and Accounting
• Long-Term Care
• Individual and Business Insurance
• Mortgage Banking
• Family Law
• Charitable Giving and Foundation Administration
• Bill Payment
• Business Consulting and Succession Planning