Firm News

Financial Planning Alternatives Continues to Grow

WESTPORT, Mass., Dec. 29, 2014 /PRNewswire/ -- The Westport financial planning consulting firm, Financial Planning Alternatives, is proud to announce the recent addition of Richard Cabeceiras, a 3-year member of the financial planning industry. Richard served in the Armed Forces for over a decade and was a Fall River firefighter for over 3 years. He is now using his experience in public service to help others secure their financial future. He specializes in providing planning services for municipal workers and teachers. 

Mr. Cabeceiras is actively involved in several community charities, including The Children's Aquarium and Exploration Center of Greater Fall River. According to Monisha Potter, Owner and Senior Advisor of Financial Planning Alternatives, "Richard is an excellent fit for the firm as we share a common vision of client service." With an impressive background in the Armed Forces, financial planning experience, superior client focus, and a proven commitment to excellence, Mr. Cabeceiras will help the firm continue to excel in the financial industry. 

Financial Planning Alternatives is an independent financial planning consulting firm with the ability to deliver a broad range of financial consulting services to help clients achieve their financial goals. The firm extends the warmest of welcomes to Mr. Cabeceiras and looks forward to a long and exciting partnership.

Monisha Potter also welcomes another new addition to the firm and her family. Logan Dale Potter was born November 17th at 7:07pm and weighed a healthy 8lbs. 11 oz, both mother and child are doing well.  Congratulations!

If you would like more information regarding Financial Planning Alternatives, please contact Monisha Potter at (508) 636-6521, or visit their website @ http://www.fpa-online.com

Advisory services offered through Capital Analysts, Inc. or Lincoln Investment, Registered Investment Advisors.  Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Financial Planning Alternatives and the above firms are independent, non-affiliated entities.

Press release prepared by Madelaine Davis of NextStep Marketing, LLC. For more information please send emails to: mdavis@nx-step.com

----------------------------------------------------------------------------------------------------------

Financial Planning Alternatives: A Tradition of Excellence

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 Westportand 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 Silvacontinue 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.

If you would like more information please contact Monisha Potter 508.636.6521 and monisha@fpa-online.com or visit http://www.fpa-online.com.

Advisory services offered through Capital Analysts, Inc. or Lincoln Investment, Registered Investment Advisors.  Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Financial Planning Alternatives and the above firms are independent, non-affiliated entities.

Press release prepared by Madelaine Davis of NextStep Marketing, LLC. For more information please send emails to: mdavis@nx-step.com

 

________________________________________________________________________________