Financial Help for the Forgotten American Middle Class from Terry Littell, based in Woburn Massachusetts. Let's talk about your money!

Services

I’m not looking to sell you gold (or buy yours for that matter!). Nor looking to sell you an expensive subscription to a newsletter or service. I’m looking to establish a long-term mutually beneficial relationship that builds over the years into something that we both can be proud of. Items that I envision tackling would be anything from the best fund to pick for your 401k, to how to survive financially during this “Great Recession”. In my own personal situation, I began “battening down the hatches” in 2007. Believe it or not, the economy that I foresee will not really start recover for a couple more years. This means there is still more pain ahead for most of us. It’s not too late to take some protective measures to your situation. The product that I sell is my integrity and honest recommendations that puts your best interests ahead of all others.

To live in these times means that you’re expected to make decisions on all types of financial areas. Many, ask family or friends for advice and hope for the best. What I propose is to become that trusted advisor (although one that doesn’t wear a suit, nor tie), looking out for nothing but your best interests. There is really nothing like what I’m proposing out there. I’m talking about becoming your personal money consultant, unlike those that you see advertising their services, from a bank, brokerage or insurance company. Since I am selling nothing but my expertise and honest opinion, you’ll find that what I recommend is in your best interests, not those of someone trying to make their “quota”. Truly a unique value proposition, at surprisingly affordable rates. Our engagement can be anything from an email exchange (which start at $25.00), all the way to meeting face to face (which are more expensive, depending on your location & time involved), at your home perhaps, since that is where your data/records are. For those that are wary of talking about specific account values, we can deal in percentages. For anyone needing help with the calculations, let me know. Payment can be done in several ways, including Paypal, Cash/Check, or credit card through a new service I’ve been checking out called Squareup. Annual plans, which begin at $200 are available, with semi-annual plans starting at $125. If you’d rather, an hourly option is offered at $100/hour (with the first hour on me). To honor those who help keep us safe, all active duty families receive their consulting free of any charges.