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.

 

 

 

 

 

 

 

 

 

Contact:

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

Upcoming Speaking Engagements

Sep
14
Wed
3:00 pm Concord Retirement Presentation
Concord Retirement Presentation
Sep 14 @ 3:00 pm – 4:00 pm
Mr. Richard Biagiotti will be at the Concord Retirement Presentation on Wednesday, September 14th at 3pm. 22 Monument Street, Concord MA 01742.
Sep
27
Tue
5:30 pm Financial Aid Night at Lynn Engl... @ Lynn English High School
Financial Aid Night at Lynn Engl... @ Lynn English High School
Sep 27 @ 5:30 pm – 7:30 pm
Mr. Richard Biagiotti will be at the Financial Aid Night at Lynn English High School on Tuesday, September 28th from 5:30-7:30 pm, 50 Goodridge Street, Lynn, MA.
Oct
4
Tue
5:30 pm Free Application for Federal Stu... @ Lynn Classical High School
Free Application for Federal Stu... @ Lynn Classical High School
Oct 4 @ 5:30 pm – 7:30 pm
Mr. Richard Biagiotti will be giving a presentation on the Free Application for Federal Student Aid (FAFSA) at Lynn Classical High School on Tuesday, October 4th from 5:30-7:30 pm, 235 O’Callaghan Way, Lynn MA.
Oct
6
Thu
6:30 pm College Fair @ Peabody Veterans Memorial High School
College Fair @ Peabody Veterans Memorial High School
Oct 6 @ 6:30 pm – 8:30 pm
college fair will be at Peabody Veterans Memorial High School on Thursday evening 10/6/16 from 6:30-8:30 pm. 485 Lowell St. Peabody, Ma
Oct
26
Wed
6:30 pm College Fair @ Shriner's Auditorium
College Fair @ Shriner's Auditorium
Oct 26 @ 6:30 pm – 8:30 pm
college fair will be at Peabody Veterans Memorial High School on Thursday evening 10/6/16 from 6:30-8:30 pm. 485 Lowell St. Peabody, Ma
Oct
27
Thu
7:00 pm FAFSA Presentation at St. John’s... @ St. John's Prep.
FAFSA Presentation at St. John’s... @ St. John's Prep.
Oct 27 @ 7:00 pm – 9:00 pm
Mr. Richard Biagiotti will focus his presentation on the process to apply for college financial aid using the Federal Assistance for Student Aid (FAFSA) form. A brief presentation will be given followed by questions from the attendees. It is a free presentation. The presentation will also talk about how a family can afford a college education without compromising future retirement