Laurie Ingwersen | Managing Partner, Senior Wealth Management Advisor

MY HARVEST GROUP WEALTH MANAGEMENT, LLC
WWW.MYHARVESTGROUP.COM
LAURIE@MYHARVESTGROUP.COM | (844) 996-3300

About: As a Senior Wealth Management Advisor, Laurie helps clients work toward a worry-free financial future. Using her firm's unique Harvest Wealth Management for Life™ process, she specializes in helping individuals and families preserve wealth and achieve their long-term financial objectives, and assists in all aspects of retirement and estate planning. Laurie is also a Cash Balance Consultant (CBC), and can advise clients in this fast-growing segment of the retirement industry.

Laurie is a Trustee of the Backpacks for Kids Foundation, a local nonprofit that donates backpacks and school supplies for underprivileged children in the Greater Boston area.

Specialties: Given the rising state of divorce in the United States, Laurie recognizes the difficulties many families face today. As a Certified Divorce Financial Analyst™ (CFDA™), she forecasts the long-term financial effects of the divorce situation. Developing comprehensive insight of the short and long-term financial effects of divorce can save valuable time, money and distress, especially if the process is conducted early in the legal proceedings.

Quote: Our Values Statement: As a family-owned business, we think of ourselves as a part of your extended family. Our shared values of respect, integrity and trust form the basis of every client relationship. Your family's future is our priority and we take pride in providing financial advice that can make a difference in your and your family's lives. At The Harvest Group, our mission is to give families peace of mind and we are grateful to our clients for the trust they place in us by putting their financial futures in our hands.

Connect: Contact Laurie at laurie@myharvestgroup.com or at (844) 996-3300, or visit her website below!

Erin DiCarlo | Founder

DOVETAIL SUPPORT SERVICES, DOVETAIL REAL ESTATE GROUP, DOVETAIL FINANCIAL
WWW.DOVETAILSUPPORTSERVICES.COM
ERIN@DOVETAILSUPPORTSERVICES.COM | (617) 227-1600

About: Erin has dedicated her career to supporting seniors and their families with transitioning from home. She witnessed first-hand time and time again how overwhelming the process could be during a time of crisis. She has created a streamlined resource to manage all of the various pieces needed to ensure a smooth transition for her clients.

Erin is a mother to four young children, married to a wonderful man named Tommy and enjoys spending time with her numerous pets and gardening. She looks forward to hearing from you!

Specialties: With one point of contact Erin brings the following services to her client's home: Downsizing Experts, Senior Move Managers, Family Mediation, Geriatric Care Management, Estate Sales, Clean Outs, Antique Appraisals, Elder Law Attorneys, Financial Planners, Real Estate Sales, Short Term Bridge Loan Providers and more...

Quote: "Never under estimate the power of a woman."

Connect: Contact Erin at erin@dovetailsupportservices.com or at (617) 227-1600, or visit her website below!