Standard Planning Company, an investment advisory firm registered with the Commonwealth of Massachusetts, was established in 1987. At that time, we recognized investors' need for objective financial advice without the inherent conflict of interest often found at brokerage houses and insurance agencies whose livelihood is dependent on commissions from the sale of financial products. Since that time we have worked to expand our areas of expertise and the depth of services we can provide.
We work diligently with clients to help them define their financial goals, objectives and investment time horizons.
c o m p a n y
We believe everyone should have access to objective financial advice. That advice should be based on the client's unique circumstances, goals and objectives and presented in a clear, understandable fashion. Further, we believe clients are best served by working with an advisor who acknowledges, in writing, their fiduciary responsibility to always put the best interest of the client first.