We Provide Solutions.

Experience and sound advice on Financial Planning, College Funding, Retirement Services, Investments, Insurance and Life Planning.

We specialize in providing solutions to your financial needs. These needs may exist in the areas of college, investment, insurance, retirement, estate or tax planning. Our comprehensive financial planning services address all of these important areas. Our solutions will provide you with recommendations and a customized action plan that will efficiently and effectively utilize your resources to obtain your goals and objectives. Feel free to explore our Services on the right and click on what interests you. You can also view our YouTube video. Our team is informed and up to date with the latest economic trends and regulations. We strive to make our solutions as comprehensive and easily understandable as possible. If you have any questions please use the Contact page to reach us. All articles are written by Rich Biagiotti, unless otherwise noted.

What’s New

Innovative Business Networking IBN hosts events to inform and educate small business owners on topics ranging from tax and health care regulatory issues to how to keep fiscally fit.











Personal Financial Management Plus, Inc.
40 Salem Street, Building 2 – Suite 9
Lynnfield, MA 01940
Tel: (781) 477-0451 x10