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Welcome to P & L Financial Company

Meeting Expectations
for Financial Success

P & L Financial Company is an independent wealth management, financial services organization dedicated to serving the financial needs of individuals and business owners.

"Our mission is to help our clients define and achieve their life goals. We accomplish this by creating and executing a well-crafted comprehensive financial strategy that has been specifically tailored to meet our clients' needs."
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Newsletters
  • Due Date Approaches for 2018 Federal Income Tax Returns
    Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a
  • Quiz: How Much Have You Thought About Health and Health-Care Costs in Retirement?
    When planning for retirement, it's important to consider a wide variety of factors. One of the most important is health and its associated costs.
  • Four Reasons Your Parents Might Be in Financial Trouble
    As your parents age, they will probably need more help from you. But it may be difficult to provide the help they need, especially if they're
  • How can I get a tax break for child care?
    More than 60% of children under age six in the United States have two parents in the workforce. 1Many of these working parents must spend a burdensome share
  • How much does child care really cost?
    Typical child-care fees vary widely by state, as do other living costs. But in all regions, the average annual cost of center-based care for one infant now exceeds the
    
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This communication is strictly intended for individuals residing in the state(s) of MA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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