Personal Financial Planning

Get help bringing your vision of the future into clearer focus. 

With Middlesex Financial Group, you have a partner for life.

We take the time to listen to and understand all aspects of your life so we can create a financial plan that takes everything into account. Every step of the way, we're right there with you, providing investment guidance and insight that leads to a more fulfilling future.

Financial Planning and Our Approach

The best time to start planning is right now, and we're here to offer all the financial strategies you need. With our personal approach, we take time to understand your current investments, accounts and overall financial picture. It all starts when you meet one of our advisors at a local Middlesex branch.

Retirement Planning

Middlesex Financial Group advisors will take the time to talk with you about your desired retirement lifestyle and work with you to build a savings and investment strategy that can get you there.

  • Discuss 401(k) plans and various types of Individual Retirement Accounts
  • Consider whether you want a portfolio focused on asset protection or growth and income
  • Calculate how company pensions and Social Security income might fit into the equation

Education Planning

A good student uses every possible resource to learn about a subject. The same approach pays off when you're learning how to save for college. Middlesex Financial Group advisors can clearly explain various savings strategies, offer ideas for covering tuition costs, and help you provide your young scholar with an opportunity to get the best education possible.

  • Learn about long-term saving and investment options
  • Discuss benefits of 529 Plans and Coverdell Education Savings Accounts
  • Find out about the tax advantages of various approaches

Estate Planning

Enjoy the fruits of your labor today, and let your heirs benefit tomorrow. We're here for you, your family, and your beneficiaries as a trusted advisor. We help you plan your estate through asset protection and tax-efficient wealth transfer. It all starts by listening to you and understanding your goals and concerns.

MFG Advisors

Plan your future with the help of our friendly, knowledgeable team of advisors. Whatever you want to accomplish with your portfolio, Middlesex Financial Group will guide you toward proper solutions that align with your goals.

MFG Investment Account Access

Take full control of your portfolio with sophisticated, easy-to-use online services from Middlesex Financial Group. View and manage your entire portfolio by tapping into the power of Commonwealth Financial Network’s Investor 360°® platform. The more information you can access, the greater your opportunities.

  • See account balances and a detailed position breakdown for each account, including accounts not held with us
  • Check on recent transactions
  • Review contact information and beneficiaries

Market Commentary

As part of our association with Commonwealth Financial Network, Middlesex Financial Group proudly offers market commentary by Brad McMillan, Commonwealth's Vice President and Chief Investment Officer. Brad’s insights and analysis may help to inform and guide you within our current investment climate.

Check the background of this investment professional on FINRA's BrokerCheck »

Form CRS: Client Relationship Summary

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Investors should consult with a tax or legal professional regarding their individual situation.

Strictly intended for individuals in: CT, FL, MA, MD, ME, NC, NH, RI, TX, VT. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services.

Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Guaranteed by any Government Agency | Not a Bank Deposit

The financial advisors of Middlesex Financial Group offer securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.

Middlesex Financial Group is not a registered broker-dealer or Registered Investment Adviser. Middlesex Financial Group and Commonwealth are separate and unaffiliated entities of one another. Fixed insurance products and services offered by Middlesex Financial Group are separate and unrelated to Commonwealth Financial Network.