Raskin Planning Group

Raskin Planning Group

Financial Services

Boston, Massachusetts 41 followers

We help business owners and families plan for wealth’s journey with clarity, diligence, and confidence.

About us

Wealth is in the details. We live in the details with our clients. We help our clients control what they can, plan for what they can’t, so they can get to where they want: their ideal life and wealth. While so much of life is beyond our control, there are always things that are within our power. Focus on the things you can control, rather than what you can’t, and do something about them. Make contingency plans for whatever may come your way. The Wealth Journey considers your resources and your real wealth to help you make decisions about your todays and tomorrows, whether your journey lasts another 10 years or 50 years. Peter Raskin is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors. Licensed to sell securities in the following states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maine, Massachusetts, Minnesota, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Dakota, Texas, Vermont, Virginia, Washington. CRN-3755753-091021

Industry
Financial Services
Company size
2-10 employees
Headquarters
Boston, Massachusetts
Type
Privately Held
Specialties
Financial Planning, Retirement Financial Planning, Financial Advice, Certified Financial Planner, Retirement Education, Retirement Advice, Investment Planning, Risk Management, Comprehensive Wealth Plan, Wealth Management, Wealth Management System, and Risk Management Execution

Locations

  • Primary

    175 Federal Street

    Suite 1050

    Boston, Massachusetts 02110, US

    Get directions

Employees at Raskin Planning Group

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