BeingFIT Financial
Kerry O'Brien is both a CFP® professional and an Enrolled Agent that helps retirees and professionals in high tax brackets make confident financial decisions through integrated financial planning, investment management, and proactive tax strategy.
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About the Business
BeingFIT Financial is an independent, full service, wealth management firm providing Financial planning, Investment management, and Tax filing and strategy to clients virtually across the USA, as well as Expats in Greece.
Services Offered:
+Financial Planning: Comprehensive financial planning tailored to your life stage and goals.
+Investment Management: Customized portfolios with a focus on growth, risk management, tax efficiency, and long-term success.
+Tax Strategy & Preparation: Smart tax planning to minimize liabilities and maximize after-tax wealth.
*BeingFIT Financial (“BFF”) is a registered investment advisor offering advisory services in the State of Massachusetts and in other jurisdictions where exempted.
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Financial Advisor
