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Understanding Today's Financial Environment

Welcome, we are Precision Financial Group, a financial organization in Wilmington, MA that serves clients throughout New England. We understand that individuals, businesses and families all face unique challenges as they prepare for their financial future. We help take the mystery out of tomorrow by planning today. Whether your goal is saving for retirement, estate planning, college savings, business succession or Medicaid planning, our personalized consultative approach focuses on your needs, wants, and financial goals and objectives. 

Our professionals have years of experience in financial services. What sets us apart is Precision Financial Group’s two-tiered approach - our financial advisor* will guide you through investment management and savings, and our attorney will prepare an estate plan designed to fit your needs. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

Contact us and you’ll see the difference that Precision can make! Click here to schedule your free consultation.
*Please note, HTK does not offer tax or legal advice.

Individuals

We can help take some of the mystery out of preparing for your financial future by drafting the right plan for you.

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Businesses

Let us help you conquer the unique challenges that face business owners in this competitive and ever changing economic environment.

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Families

Since family comes first, we help protect and plan for what matters most.

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Helpful Content

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

 

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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