Frequently
Asked Questions

What is a Certified Financial Planner® (CFP®)?

CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and commit to CFP® Board to serve their clients’ best interests.

What services do you provide?

We offer comprehensive financial planning, investment management, retirement planning, estate planning, and tax strategies. Our goal is to help you achieve long-term financial security.

Are you a fiduciary?

Yes. We act as fiduciaries when providing investment advisory services. In this capacity, we are legally and ethically obligated to act in your best interest at all times.

How do I access my client portal?

You can log in to your client portal by clicking the “Client Login” button at the top of our website. If you need assistance, contact our support team at (781) 862-9792.

How do you charge for your services?

Our advisory services and investment management fees are transparent and based on the complexity of your financial needs. We typically charge a percentage of assets under management or a flat planning fee. Contact us additional details.

What should I bring to my first meeting?

Please bring recent financial statements, tax returns, and any documents related to your goals (e.g., retirement plans, insurance policies). This helps us create a tailored plan for you.

How do you protect my personal and financial data?

We use advanced encryption, secure servers, and multi-factor authentication to safeguard your information. Your privacy is our top priority.

Do you offer retirement planning?

Yes. We specialize in retirement planning, including income strategies, Social Security optimization, and tax-efficient withdrawals.

Can you help with estate planning or tax strategies?

Absolutely. We collaborate with legal and tax professionals to ensure your estate plan and tax strategies align with your financial goals.

How does your practice support the community?

We proudly sponsor local philanthropic initiatives and community events. Giving back is an integral part of our mission.

Which custodians does Bickling Financial Services work with?

We have relationships with both Fidelity Investments and Charles Schwab.