Our Approach
As a young professional, your financial decisions today set the foundation for tomorrow. Bickling Financial Services helps you create a clear plan for managing cash flow, establishing strong saving and investing habits, and preparing for major milestones like buying a home. We guide you in balancing near-term priorities with long-term goals so you can confidently build toward a secure retirement — knowing you have a partner with you every step of the way.
Why it Matters for Pre-Retirees
INCOME SECURITY
Transitioning from a consistent paycheck to living off of savings requires careful planning and strategy.
MANAGING HEALTHCARE COSTS
Pre-retirees must prepare for rising medical expenses and long-term care needs.
RISK MANAGEMENT
Protecting against market volatility and inflation is important when retirement is near.
ESTATE & LEGACY PLANNING
Your assets are valuable. Wealth managers can help ensure they are passed on smoothly and according to personal wishes.
Why it Matters for Young Professionals
COMPOUND GROWTH ADVANTAGE
Starting early allows investments to grow exponentially over time. Even small contributions can be impactful in the long run.
DEBT MANAGEMENT
Many young professionals face student loans and credit card debt. Financial planning helps ensure debt doesn’t derail future goals.
BUILDING HABITS
Early budgeting, saving, and investing habits create a strong foundation for financial independence.
FLEXIBILITY & FREEDOM
With a plan, young professionals can better follow their goals; be it pursuing career changes, embracing entrepreneurship, starting families or traveling.
LEXINGTON MAIN OFFICE
35 Bedford Street Suite 15
Lexington, MA 02420
Office: (781) 862-9792
Fax: (781) 674-2545
LYNNFIELD OFFICE
SOUTH EASTON OFFICE
45 Bristol Drive, Suite 101
South Easton, MA 02375
Office: (508) 230-3588
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org