Build Your Financial Future

Expert financial planning and wealth management services tailored to your unique goals and dreams

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About White Lily Finance

Founded in 2015, White Lily Finance has been dedicated to helping individuals and families achieve their financial dreams through personalized planning and expert guidance. Our team of certified financial planners brings over 50 years of combined experience in wealth management, retirement planning, and investment strategies.

We believe that financial planning should be accessible, transparent, and tailored to each client's unique circumstances. Our holistic approach considers your entire financial picture, from debt management and budgeting to long-term investment strategies and estate planning.

Our mission is to empower our clients with the knowledge and tools they need to make informed financial decisions and build lasting wealth for themselves and future generations.

Financial Planning Team

Our Services

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Financial Planning

Comprehensive financial planning services including budgeting, debt management, and goal setting to create your roadmap to financial success.

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Investment Management

Professional portfolio management with diversified investment strategies tailored to your risk tolerance and financial objectives.

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Retirement Planning

Strategic retirement planning to ensure you can maintain your desired lifestyle throughout your golden years with confidence.

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Estate Planning

Comprehensive estate planning services to protect your assets and ensure your legacy is preserved for future generations.

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Tax Optimization

Strategic tax planning to minimize your tax burden while maximizing your investment returns and overall financial efficiency.

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Education Funding

College savings strategies and education funding plans to help secure your children's educational future without compromising your retirement.

Why Choose White Lily Finance

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Personalized Approach

Every financial plan is customized to your unique goals, risk tolerance, and life circumstances.

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Proven Expertise

Our certified financial planners have helped over 500 clients achieve their financial goals.

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Ongoing Support

Regular reviews and adjustments to keep your financial plan on track as your life evolves.

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Fiduciary Standard

We always act in your best interest, providing transparent, fee-only financial advice.

What Our Clients Say

Sarah Johnson SJ
"White Lily Finance helped me create a comprehensive retirement plan that gave me peace of mind. Their personalized approach made all the difference."
Sarah Johnson
Marketing Executive
Michael Chen MC
"The investment strategies they recommended have consistently outperformed my expectations. I finally feel confident about my financial future."
Michael Chen
Small Business Owner
Emily Rodriguez ER
"Thanks to their education funding plan, we're on track to fully fund our daughter's college education without touching our retirement savings."
Emily Rodriguez
Teacher

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Contact Information

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Address:
285 Columbus Avenue, Suite 402
Boston, MA 02116, USA
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Business Hours:
Monday - Friday: 9:00 AM - 5:00 PM
Saturday: By appointment only
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Services:
Financial Planning, Investment Management,
Retirement & Estate Planning