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Financial Planning in Easton, MA

Financial Planning In Easton, MA

Comprehensive financial planning for families and business owners in Easton and across Greater Boston. One coordinated plan that ties together your retirement income, taxes, and investments instead of managing each one separately.

Book A Consultation Or Call 508-219-0301
  • CFP®, ChFC®, CLU®, TPCP®, and RICP® Credentials On Our Team
  • Advisory Services Through LPL Enterprise, Member FINRA/SIPC
  • Offices In Massachusetts, Rhode Island And Connecticut
  • Serving Easton And Greater Boston

What Comprehensive Financial Planning Covers

Comprehensive planning is the layer that sits above the individual pieces. It starts with what you are working toward, then organizes retirement income, taxes, investments, insurance, and estate documents into one plan where each decision accounts for the others. For most households the value is not in any single recommendation but in how the recommendations fit together.

Our financial planners work with families and business owners in South Easton, Easton, Brockton, Stoughton, Sharon, Canton, and across Greater Boston. We build a written plan against your own numbers, then keep it current as tax law, markets, and your plans change.

Why Financial Planning Matters In Massachusetts

Massachusetts adds its own rules on top of the federal code, and a few of them shape most of the planning conversations we have. Every figure below is published by a government source and current for the 2026 tax year.

  • $2,000,000

    The Massachusetts Estate Tax Threshold

    Massachusetts taxes estates above a $2 million exclusion for deaths in 2023 or later, at graduated rates reaching 16 percent, with no portability between spouses. A paid-off home plus retirement accounts can cross that line on its own, which is why estate coordination belongs in the plan.

    Massachusetts Department of Revenue
  • 4%

    The Massachusetts Surtax On Higher Income

    Taxable income above an inflation-adjusted threshold of roughly $1.1 million for 2026 carries a 4 percent surtax on top of the state's 5 percent rate. A business sale, large conversion, or property sale can trigger it in a single year, so those events are planned in advance.

    Massachusetts Department of Revenue
  • $109K / $218K

    Where Medicare Surcharges Begin In 2026

    Medicare adds an income-related monthly adjustment to Part B and Part D premiums once modified adjusted gross income passes $109,000 for individuals or $218,000 for joint filers, on a two-year lookback. Planning coordinates income today with the premiums it drives two years later.

    Medicare.gov
  • $24,500

    The 2026 Employer Plan Deferral Limit

    The 2026 elective deferral limit for 401(k), 403(b), governmental 457(b), and TSP accounts is $24,500, with an $8,000 catch-up at age 50 and $11,250 for those turning 60 through 63. Coordinating contributions across a household is a routine part of the annual plan.

    Internal Revenue Service, Notice 2025-67

Figures reflect the 2026 tax year and are provided for general information. They are not tax or legal advice. Please consult a qualified tax or legal professional about your own situation.

How Our Planning Comes Together

Comprehensive planning is built from a few focused disciplines. Here is a short summary of each, with a link to the page where we cover it in full.

  • Retirement Income Planning

    Deciding when to retire, where your income will come from, and how to sequence withdrawals so your money lasts. See our retirement income planning page for the full approach.

  • Tax Planning Strategies

    Roth conversions, tax-efficient investing, and coordinated withdrawals that reduce the tax you pay over many years. Our tax planning page covers each strategy in depth.

  • Investment And Portfolio Management

    Ongoing oversight, allocation, and rebalancing built around your goals and risk tolerance. Our wealth management page details how we build and monitor portfolios.

  • The Clarity Path Process

    Our step-by-step process for planning, investing, and reviewing your plan over time. See how we work on our process page before you decide to reach out.

  • Estate And Legacy Coordination

    Beneficiary designations, account titling, trust funding, and gifting, coordinated with your attorney and CPA so the plan holds together across generations.

  • Insurance And Risk Review

    Reviewing life, disability, and long-term care coverage as part of the plan. Insurance is offered separately through a Prudential affiliation and reviewed with agent-level disclosure.

Why Easton Families Work With Clarity

Choosing a planning team is a decision about who coordinates the whole picture, not just one account. Ours comes down to three things: planners who have worked through several market and tax-law cycles, a team deep enough that your plan never depends on one person, and advice given as guidance rather than a sales pitch.

Our South Easton office on Turnpike Street anchors four locations across Massachusetts, Rhode Island, and Connecticut, so you can meet in person or work with us remotely. We coordinate with your CPA and estate attorney rather than working around them.

  • Advisory Services Through A Registered Investment Advisor

    Securities and investment advisory services are offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. When our planners act in that investment advisory capacity, those recommendations are subject to a fiduciary standard of care.

  • Credentialed Planners Across The Team

    CFP®, ChFC®, CLU®, RICP®, and TPCP® designations across the team. These are earned credentials you can verify, not marketing titles.

  • A Multigenerational Planning Team

    Two families and three generations of planners work side by side, which means continuity of relationship and no single point of failure in your plan.

  • One Coordinated Written Plan

    We build a plan you can hold, not a stack of separate accounts. Retirement income, tax strategy, and investments are tied together and revisited as your life changes.

Jordan L. Cohne, RICP, TPCP, Financial Planner in South Easton, MA

Jordan L. Cohne, RICP®, TPCP®

Founder, Managing Partner, Financial Planner

A financial planner since 2004 who began his career alongside his father, Marty, an advisor for 45 years. He holds the Retirement Income Certified Professional® designation and takes a consultative approach centered on education and guidance.

Glenn A. Levine, CLU, ChFC, CFP, Financial Planner in South Easton, MA

Glenn A. Levine, CLU®, ChFC®, CFP®

Managing Partner, Financial Planner

A CERTIFIED FINANCIAL PLANNER™ professional who joined Prudential in 1980 after graduating from Brandeis University. He brings decades of business planning experience and a deep grounding in employee benefits and insurance.

Avi Z. Levine, CFP, Financial Planner in South Easton, MA

Avi Z. Levine, CFP®

Senior Partner, Financial Planner

A CERTIFIED FINANCIAL PLANNER™ professional who began advising in 2016, following his father Glenn into the profession. He focuses on comprehensive planning for clients at every stage, from early accumulation through retirement.

Sophia Pasquariello, Financial Planner in South Easton, MA

Sophia Pasquariello

Associate, Financial Planner

An associate financial planner who moved into advising from a client service role. She researches planning strategies for the households the team serves and starts every relationship by learning the client's own story.

Ashlyn Kelly, Financial Planner in South Easton, MA

Ashlyn Kelly

Associate, Financial Planner

An associate financial planner who holds a Bachelor of Science in Business Administration from Nichols College. She works on both the technical and the relationship sides of planning, helping clients pursue clarity and long-term independence.

Our Easton Office And Service Area

Our registered office sits at 448 Turnpike Street, Suite 1-G-A in South Easton, minutes from Route 24 and the Easton and Brockton line. We meet clients in person here and work remotely with households across Greater Boston, the South Shore, and southeastern Massachusetts.

Massachusetts Communities

  • Easton
  • Westwood
  • Walpole
  • Sharon
  • Canton
  • Norton
  • Mansfield
  • Foxboro
  • Bridgewater
  • West Bridgewater
  • Raynham
  • Boston

Additional Offices

Southborough, MA · Warwick, RI · Southport, CT

Clarity Wealth Advisors

448 Turnpike Street, Suite 1-G-A
South Easton, MA 02375

508-219-0301

Monday through Thursday, 9:00 AM to 5:00 PM. Friday, 9:00 AM to 2:00 PM.

Ready for More Clarity?

An initial consultation gives you a clear view of your current finanical picture. We will talk through your goals, your income and tax picture, and which parts of the plan need attention first.

Use the button to book a time that works, or call the office directly. There is no obligation to move forward.

Prefer to talk now? Call 508-219-0301

Ready when you are

Book An Initial Consultation
Clarity Wealth Advisors planning consultation

Frequently Asked Questions

What Does A Financial Planner In Easton, MA Do?

A financial planner helps you organize retirement income, taxes, investments, insurance, and estate decisions into one coordinated plan built against your own numbers. Rather than managing each piece separately, the planner looks at how they interact, for example how a withdrawal decision affects your taxes, or how a conversion affects your Medicare premium two years out. In Massachusetts that also means planning around the state estate tax and the surtax on higher income, both of which apply on top of federal rules.

How Is Comprehensive Planning Different From Retirement Or Tax Planning?

Comprehensive planning is the overview that ties the focused disciplines together. Retirement income planning, tax planning, and investment management each go deep on one area, and each has its own page on this site. Comprehensive planning sits above them, making sure the retirement, tax, and investment decisions agree with one another and with your goals rather than being handled in separate files.

When Should I Start Working With A Financial Planner?

There is rarely a wrong time, but the most valuable window tends to open in the years surrounding a major transition: approaching retirement, selling a business, receiving an inheritance, or a change in family circumstances. Planning before those decisions are locked in leaves the most options on the table. If you already have accounts in place but no single plan connecting them, that is often the moment a coordinated plan adds the most.

Are You A Fiduciary?

When our planners provide investment advice through LPL Enterprise (LPLE), a Registered Investment Advisor, those recommendations are subject to a fiduciary standard of care. Clarity Wealth Advisors itself is not registered as a broker-dealer or investment advisor; securities and advisory services are offered through LPLE, Member FINRA/SIPC, and an affiliate of LPL Financial. You can review each professional's background on FINRA BrokerCheck.

Where Is Your Office And What Areas Do You Serve?

Our registered office is at 448 Turnpike Street, Suite 1-G-A, South Easton, MA 02375. We serve clients throughout Greater Boston and southeastern Massachusetts, including Brockton, Stoughton, Sharon, Canton, Norton, Mansfield, Foxborough, Bridgewater, and Raynham. We also maintain offices in Southborough, Massachusetts, Warwick, Rhode Island, and Southport, Connecticut, and we work with many clients entirely by video and phone.

Who Do You Typically Work With?

We work most often with retirees and pre-retirees planning income for a long retirement, small business owners planning around their company and eventual exit, and high-earning younger individuals and families building a plan early. What these households share is enough moving parts that coordinating them in one plan makes a measurable difference.

How Do I Get Started?

Start with an initial consultation. It is a conversation, by phone, video, or in person at our Turnpike Street office, in which we learn what you are working toward and you learn how we work. If it looks like a fit on both sides, the next step is a deeper review of your accounts, income, and documents. You can request a consultation using the form on this page or by calling 508-219-0301. There is no obligation to move forward.