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Tax Planning

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Fixed Indexed Annuities

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Insurance Services

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Estate Planning

About Solve for X Financial

 
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Welcome to Solve X, where we prioritize your needs and values in insurance and retirement planning. Our dedicated team of financial professionals is committed to guiding you through the complexities of planning. We work collaboratively with you to develop a comprehensive strategy tailored to your goals.

 

Together, we can help you achieve the retirement you've always dreamed of.

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Your Financial Questions Answered

Our team of financial professionals can help you address:

  • Insurance principles and strategies

  • Retirement insurance planning and distribution strategies

  • Estate conservation issues

  • Risk management

 

We can also answer your questions, including:

  • Can I retire early?

  • What’s the best approach for college savings?

  • What are the elements of a sound estate strategy?

  • Do I have enough life insurance for my family?

 

If these questions or any other financial questions have been on your mind, call and speak to a team member at (978) 971-4338 and get answers.

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In a Meeting

What Sets Us Apart?

Jeff Gaudette hosts the Solve for X podcast on every Saturday morning. He talks about helping people live an abundant lifestyle in retirement by focusing on finance, family, friendship, fitness, and faith. The mission is to highlight the importance of a comprehensive financial plan, and to equip you with the tools and knowledge that you need to successfully navigate through today’s volatile financial markets. Each week Jeff Gaudette discusses the latest financial news while sharing some common sense strategies that help take the guesswork out of maximizing your retirement savings.

 

Listen Live Every Weekend on Podbean (CLICK HERE) for sample

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We also host in-person workshops each month in the New England area. Email info@solveforxfinancial.com for information regarding upcoming events.
 

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