WESTPORT, Mass., Nov. 11, 2014 /PRNewswire/ -- Financial Planning Alternatives is proud to announce that Monisha Potter, longstanding financial advisor, has now taken ownership of the company. Former owner and President Carlos A. Costa, who founded the company on a strong foundation of community and family values, will remain in the community. Financial Planning Alternatives (FPA) is a trusted and respected independent financial planning firm with the ability to deliver a broad range of financial services to meet our client's financial needs. FPA will remain in Westport and will continue to provide an experienced, knowledgeable and professional team who takes a holistic approach to helping clients make informed financial decisions that are right for them.
Our financial process includes evaluation of our clients' current investments, savings and cash management and tax implications. Our process also takes into consideration estate planning, plans for retirement, and education for your children and risk management. The ultimate goal of Financial Planning Alternatives is to help our clients achieve a secure financial future.
Mrs. Potter has already dedicated much of her career to furthering FPA goals and helping foster the growth and productivity within the community by focusing on small business owners, individuals and families as well as public school teachers. When asked, Mrs. Potter commented on her new role, stating, "We are proud to continue the long standing tradition of excellence started by Carlos and we look forward to continuing to serve our clients and the community." Lorraine Landry and Nancy Silva continue to support the company's team and clients.
Financial Planning Alternatives is a trusted and respected independent financial planning firm with the ability to deliver a broad range of financial services in an effort to meet our clients' financial needs. Located in Westport, MA Financial Planning Alternatives (FPA) has the experience, knowledge and the objectivity necessary to help you evaluate your current financial position. The firm's professional team takes a holistic approach to helping clients make informed financial decisions that are right for them, their families and their life goals. The ultimate goal of Financial Planning Alternatives is to help our clients achieve a secure financial future.
Press release prepared by Madelaine Davis of NextStep Marketing, LLC. For more information please send emails to: [email protected].
SOURCE Financial Planning Alternatives